FFA

Founders Financial Alliance Portfolio holdings

AUM $531M
1-Year Est. Return 19.74%
This Quarter Est. Return
1 Year Est. Return
+19.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.53M
3
+$2.56M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
HON icon
Honeywell
HON
+$1.48M

Top Sells

1
+$2.99M
2
+$2.48M
3
+$567K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$396K
5
FE icon
FirstEnergy
FE
+$217K

Sector Composition

1 Technology 22.64%
2 Financials 9.09%
3 Healthcare 6.97%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8.76K ﹤0.01%
229
452
$8.75K ﹤0.01%
+186
453
$8.29K ﹤0.01%
361
454
$8.28K ﹤0.01%
168
455
$7.7K ﹤0.01%
+394
456
$7.42K ﹤0.01%
190
457
$7.17K ﹤0.01%
235
458
$7.11K ﹤0.01%
186
459
$6.83K ﹤0.01%
+174
460
$6.75K ﹤0.01%
53
461
$6.71K ﹤0.01%
58
462
$6.65K ﹤0.01%
194
+158
463
$6.64K ﹤0.01%
95
464
$6.53K ﹤0.01%
147
465
$5.8K ﹤0.01%
154
466
$5.78K ﹤0.01%
+107
467
$5.76K ﹤0.01%
32
468
$5.69K ﹤0.01%
170
469
$5.58K ﹤0.01%
23
470
$5.49K ﹤0.01%
+238
471
$5.33K ﹤0.01%
26
472
$5.19K ﹤0.01%
+75
473
$4.75K ﹤0.01%
72
474
$4.73K ﹤0.01%
61
475
$4.55K ﹤0.01%
70
17 18
19
20 21