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
$203M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$518K
3
+$480K
4
CVX icon
Chevron
CVX
+$436K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$396K

Top Sells

1
+$739K
2
+$247K
3
+$232K
4
CRM icon
Salesforce
CRM
+$219K
5
FCX icon
Freeport-McMoran
FCX
+$210K

Sector Composition

1 Technology 17.65%
2 Financials 12.23%
3 Consumer Discretionary 7.02%
4 Communication Services 6.92%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.81%
37,680
+2,460
27
$1.62M 0.8%
14,602
-1,233
28
$1.58M 0.78%
14,680
+980
29
$1.57M 0.77%
27,601
-902
30
$1.57M 0.77%
5,242
-456
31
$1.45M 0.72%
6,724
+191
32
$1.31M 0.65%
4,080
-530
33
$1.31M 0.65%
17,548
+580
34
$1.27M 0.63%
16,527
-461
35
$1.27M 0.62%
6,160
+556
36
$1.26M 0.62%
23,784
+21,762
37
$1.25M 0.62%
3,929
-268
38
$1.25M 0.61%
23,209
-987
39
$1.24M 0.61%
6,047
+486
40
$1.23M 0.6%
5,347
+1,042
41
$1.21M 0.6%
29,467
-995
42
$1.21M 0.59%
5,486
+6
43
$1.17M 0.58%
19,277
-530
44
$1.16M 0.57%
31,295
-3,560
45
$1.13M 0.55%
11,876
+1,455
46
$1.1M 0.54%
7,626
+1,066
47
$1.07M 0.53%
4,106
+287
48
$1.05M 0.52%
7,386
+3
49
$1.01M 0.5%
34,964
+618
50
$979K 0.48%
18,888
+893
1
2
3 4 5