FFA

Founders Financial Alliance Portfolio holdings

AUM $530M
1-Year Est. Return 20.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$977K
3
+$766K
4
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$621K
5
BME icon
BlackRock Health Sciences Trust
BME
+$618K

Top Sells

1
+$2.77M
2
+$705K
3
+$346K
4
WSBC icon
WesBanco
WSBC
+$345K
5
UPS icon
United Parcel Service
UPS
+$330K

Sector Composition

1 Technology 21.7%
2 Financials 9.38%
3 Consumer Discretionary 5.59%
4 Industrials 4.59%
5 Consumer Staples 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11.9K ﹤0.01%
200
-1,375
452
$11.5K ﹤0.01%
184
453
$11.5K ﹤0.01%
350
454
$11.3K ﹤0.01%
225
-775
455
$11K ﹤0.01%
200
456
$10.8K ﹤0.01%
98
457
$10.4K ﹤0.01%
110
-666
458
$10.4K ﹤0.01%
69
-458
459
$10.4K ﹤0.01%
229
460
$9.69K ﹤0.01%
35
-3
461
$9.67K ﹤0.01%
131
-2,055
462
$9.65K ﹤0.01%
81
463
$9.5K ﹤0.01%
60
-3
464
$9.46K ﹤0.01%
138
465
$9.37K ﹤0.01%
192
466
$9.33K ﹤0.01%
1,040
467
$9.01K ﹤0.01%
171
468
$8.88K ﹤0.01%
150
+34
469
$8.53K ﹤0.01%
330
-360
470
$8.53K ﹤0.01%
150
-629
471
$8.3K ﹤0.01%
400
472
$8.21K ﹤0.01%
73
473
$7.93K ﹤0.01%
60
-512
474
$7.71K ﹤0.01%
177
-27
475
$7.61K ﹤0.01%
92
-4
17 18
19
20 21