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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$44.6K 0.01%
780
452
$44.5K 0.01%
779
+11
453
$44.5K 0.01%
+2,500
454
$43.9K 0.01%
1,248
455
$43.5K 0.01%
1,750
456
$43.4K 0.01%
698
+1
457
$43.4K 0.01%
2,047
-1,468
458
$42.5K 0.01%
509
+1
459
$40.5K 0.01%
898
+5
460
$39.3K 0.01%
659
461
$39.2K 0.01%
512
-17
462
$37.3K 0.01%
743
-24
463
$37.2K 0.01%
1,389
464
$36.6K 0.01%
294
465
$36.6K 0.01%
562
466
$36.4K 0.01%
2,223
-338
467
$36K 0.01%
307
+50
468
$34.5K 0.01%
+1,700
469
$34.1K 0.01%
358
470
$32.7K 0.01%
233
471
$32.1K 0.01%
611
+391
472
$31K 0.01%
603
+4
473
$30.9K 0.01%
300
474
$30.2K 0.01%
1,497
+11
475
$29.4K 0.01%
687
+492
17 18
19
20 21