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
$337M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$848K
3
+$650K
4
BCIC
BCP Investment Corp
BCIC
+$417K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$376K

Top Sells

1
+$4.73M
2
+$4.22M
3
+$905K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$760K
5
AMZN icon
Amazon
AMZN
+$546K

Sector Composition

1 Technology 22.04%
2 Financials 8.62%
3 Consumer Discretionary 4.77%
4 Healthcare 4.75%
5 Consumer Staples 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$14.4K ﹤0.01%
155
+6
452
$14.3K ﹤0.01%
339
-68
453
$14.2K ﹤0.01%
221
454
$13.8K ﹤0.01%
82
-35
455
$13K ﹤0.01%
285
-92,292
456
$12.9K ﹤0.01%
906
457
$12.8K ﹤0.01%
354
458
$12.8K ﹤0.01%
146
459
$12.8K ﹤0.01%
157
460
$12.8K ﹤0.01%
367
461
$12.6K ﹤0.01%
55
-58
462
$12.4K ﹤0.01%
105
463
$12.4K ﹤0.01%
275
+30
464
$12.2K ﹤0.01%
826
465
$11.8K ﹤0.01%
198
+4
466
$11.8K ﹤0.01%
141
+80
467
$10.9K ﹤0.01%
200
468
$10.6K ﹤0.01%
188
-240
469
$10.5K ﹤0.01%
98
470
$10.2K ﹤0.01%
184
471
$10K ﹤0.01%
147
472
$9.92K ﹤0.01%
229
473
$9.79K ﹤0.01%
530
474
$9.63K ﹤0.01%
63
475
$9.58K ﹤0.01%
1,040
17 18
19
20 21