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
$196M
AUM Growth
-$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.21M
3
+$1.7M
4
PM icon
Philip Morris
PM
+$1.59M
5
ABBV icon
AbbVie
ABBV
+$1.37M

Top Sells

1
+$2.68M
2
+$1.56M
3
+$1.5M
4
O icon
Realty Income
O
+$1.08M
5
SCHW icon
Charles Schwab
SCHW
+$971K

Sector Composition

1 Technology 18.43%
2 Financials 10.44%
3 Healthcare 7.91%
4 Consumer Discretionary 6.46%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.81%
15,627
-1,480
27
$1.59M 0.81%
12,601
-2,506
28
$1.53M 0.78%
17,829
-510
29
$1.53M 0.78%
4,262
-2,282
30
$1.5M 0.76%
8,995
+928
31
$1.5M 0.76%
97,529
+55,633
32
$1.4M 0.71%
36,919
+7,057
33
$1.39M 0.71%
8,499
+13
34
$1.34M 0.68%
30,596
+4,801
35
$1.29M 0.66%
29,754
+4,115
36
$1.29M 0.66%
13,643
+625
37
$1.28M 0.65%
22,913
+9,270
38
$1.28M 0.65%
4,798
-2,468
39
$1.28M 0.65%
28,077
40
$1.27M 0.65%
2,525
+1,900
41
$1.26M 0.64%
5,480
-213
42
$1.15M 0.59%
4,174
+489
43
$1.14M 0.58%
16,673
+11,848
44
$1.13M 0.58%
13,458
-4,030
45
$1.09M 0.55%
35,859
+5,019
46
$1.07M 0.54%
15,421
+9,064
47
$1.06M 0.54%
11,135
+2,000
48
$1.04M 0.53%
11,563
+7,318
49
$1.04M 0.53%
7,011
+413
50
$1.02M 0.52%
5,771
+1,665
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