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
$225M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$486K
3
+$448K
4
SLV icon
iShares Silver Trust
SLV
+$428K
5
WMB icon
Williams Companies
WMB
+$342K

Top Sells

1
+$1.42M
2
+$889K
3
+$661K
4
AVGO icon
Broadcom
AVGO
+$611K
5
STX icon
Seagate
STX
+$603K

Sector Composition

1 Technology 20.7%
2 Financials 10.71%
3 Healthcare 6.68%
4 Consumer Staples 6.56%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.85%
12,498
-139
27
$1.91M 0.85%
15,775
-536
28
$1.78M 0.79%
28,300
-9,710
29
$1.74M 0.77%
8,940
+152
30
$1.69M 0.75%
33,223
+1,147
31
$1.65M 0.73%
29,005
-1,115
32
$1.55M 0.69%
4,407
-267
33
$1.48M 0.66%
8,828
+51
34
$1.46M 0.65%
4,220
+1,402
35
$1.46M 0.65%
28,227
+1,025
36
$1.45M 0.65%
6,832
-27
37
$1.44M 0.64%
17,511
-430
38
$1.43M 0.64%
23,063
-438
39
$1.34M 0.59%
6,237
-556
40
$1.34M 0.59%
5,404
-151
41
$1.33M 0.59%
26,896
-1,172
42
$1.33M 0.59%
6,278
-13
43
$1.32M 0.59%
15,543
-238
44
$1.23M 0.55%
32,105
+5,860
45
$1.23M 0.54%
11,107
-694
46
$1.22M 0.54%
15,369
-537
47
$1.22M 0.54%
29,500
-269
48
$1.2M 0.53%
4,007
-576
49
$1.15M 0.51%
12,617
-1,757
50
$1.14M 0.51%
11,258
+4
1
2
3 4 5