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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.7M 0.81%
23,193
+1,179
27
$2.69M 0.81%
17,084
-67
28
$2.66M 0.8%
60,917
+6,071
29
$2.58M 0.77%
14,384
+7
30
$2.32M 0.7%
5,528
+286
31
$2.23M 0.67%
16,892
-242
32
$2.19M 0.66%
56,294
-7,725
33
$2.1M 0.63%
12,965
+1,373
34
$2.09M 0.63%
60,150
-9,515
35
$2M 0.6%
21,876
-71
36
$1.99M 0.6%
40,903
+39,883
37
$1.97M 0.59%
5,140
+1,592
38
$1.91M 0.57%
3,632
+949
39
$1.87M 0.56%
+29,193
40
$1.85M 0.56%
9,035
-44
41
$1.82M 0.55%
103,320
+32,574
42
$1.68M 0.5%
5,364
+1,705
43
$1.65M 0.5%
2,127
+70
44
$1.62M 0.49%
8,983
+234
45
$1.54M 0.46%
8,799
+762
46
$1.54M 0.46%
30,702
+17,149
47
$1.51M 0.45%
42,050
+15,125
48
$1.46M 0.44%
7,628
+431
49
$1.44M 0.43%
8,129
-32
50
$1.43M 0.43%
17,942
+6,853
1
2
3 4 5