FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,450
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$745K
3
+$688K
4
ADSK icon
Autodesk
ADSK
+$489K
5
MSFT icon
Microsoft
MSFT
+$466K

Top Sells

1
+$1.22M
2
+$1.13M
3
+$506K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$412K
5
PM icon
Philip Morris
PM
+$267K

Sector Composition

1 Technology 19.81%
2 Financials 10.66%
3 Consumer Discretionary 7.47%
4 Communication Services 7.31%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.88%
35,220
+10,230
27
$1.44M 0.82%
4,610
-62
28
$1.42M 0.8%
28,503
-561
29
$1.36M 0.77%
34,855
+1,535
30
$1.35M 0.76%
28,191
+1,228
31
$1.33M 0.75%
24,196
+1,265
32
$1.32M 0.75%
16,968
+863
33
$1.28M 0.72%
16,988
+2,756
34
$1.28M 0.72%
6,533
-363
35
$1.21M 0.68%
13,700
+2,280
36
$1.2M 0.68%
5,480
+1,414
37
$1.12M 0.63%
4,197
+1,572
38
$1.01M 0.57%
7,383
+3
39
$981K 0.55%
5,561
+118
40
$973K 0.55%
6,560
+552
41
$953K 0.54%
11,277
+1,022
42
$953K 0.54%
2,722
+2,127
43
$944K 0.53%
5,604
+863
44
$924K 0.52%
4,305
+196
45
$923K 0.52%
30,462
+2,581
46
$915K 0.52%
17,541
+14,362
47
$905K 0.51%
6,938
+736
48
$885K 0.5%
3,819
+891
49
$855K 0.48%
10,421
+1,790
50
$847K 0.48%
22,898
+106
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