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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$18.1K 0.01%
484
+354
452
$17.5K 0.01%
164
+1
453
$17.3K 0.01%
407
-258
454
$17.1K 0.01%
191
+16
455
$16.2K ﹤0.01%
163
+63
456
$15.5K ﹤0.01%
152
457
$14.1K ﹤0.01%
+221
458
$14K ﹤0.01%
149
+10
459
$13.3K ﹤0.01%
906
460
$13.2K ﹤0.01%
367
+7
461
$13K ﹤0.01%
354
462
$12.9K ﹤0.01%
146
463
$12.9K ﹤0.01%
157
464
$12.6K ﹤0.01%
826
-57
465
$12.5K ﹤0.01%
105
466
$12K ﹤0.01%
476
467
$11.8K ﹤0.01%
245
-130
468
$11.6K ﹤0.01%
+200
469
$11.6K ﹤0.01%
194
+1
470
$10.7K ﹤0.01%
+185
471
$10.6K ﹤0.01%
+121
472
$10.6K ﹤0.01%
98
473
$10.5K ﹤0.01%
147
+21
474
$10.3K ﹤0.01%
+85
475
$10.2K ﹤0.01%
184
17 18
19
20 21