FFA

Founders Financial Alliance Portfolio holdings

AUM $531M
1-Year Est. Return 19.74%
This Quarter Est. Return
1 Year Est. Return
+19.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.53M
3
+$2.56M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
HON icon
Honeywell
HON
+$1.48M

Top Sells

1
+$2.99M
2
+$2.48M
3
+$567K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$396K
5
FE icon
FirstEnergy
FE
+$217K

Sector Composition

1 Technology 22.64%
2 Financials 9.09%
3 Healthcare 6.97%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 0.87%
66,590
+8,650
27
$2.21M 0.87%
27,184
-260
28
$2.05M 0.81%
13,508
+3,257
29
$1.88M 0.74%
9,078
+7,144
30
$1.84M 0.73%
5,403
+430
31
$1.78M 0.7%
23,946
+1,927
32
$1.73M 0.68%
3,882
+1,677
33
$1.66M 0.65%
5,546
+549
34
$1.65M 0.65%
16,619
+3,896
35
$1.59M 0.63%
14,709
-168
36
$1.58M 0.62%
6,670
+1,584
37
$1.56M 0.61%
8,427
+956
38
$1.48M 0.58%
24,527
+2,261
39
$1.46M 0.58%
4,703
+1,310
40
$1.37M 0.54%
2,917
+189
41
$1.36M 0.54%
2,838
+623
42
$1.32M 0.52%
28,492
+3,505
43
$1.31M 0.51%
82,009
+2,512
44
$1.27M 0.5%
4,442
+696
45
$1.18M 0.47%
32,293
+2,822
46
$1.17M 0.46%
27,294
+753
47
$1.15M 0.45%
17,336
+723
48
$1.12M 0.44%
6,236
+1,037
49
$1.12M 0.44%
9,803
+5,185
50
$1.11M 0.44%
32,876
-1,559
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