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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 0.85%
+12,351
27
$3.44M 0.83%
21,680
+451
28
$3.43M 0.83%
84,123
+6,548
29
$3.25M 0.79%
25,225
+376
30
$3.16M 0.77%
26,575
+1,535
31
$3.06M 0.74%
18,474
+547
32
$2.78M 0.67%
+55,636
33
$2.78M 0.67%
11,914
-118
34
$2.65M 0.64%
8,494
+2,443
35
$2.56M 0.62%
51,603
+2,259
36
$2.54M 0.62%
13,521
-625
37
$2.43M 0.59%
27,670
+2,649
38
$2.41M 0.58%
85,317
+3,270
39
$2.33M 0.56%
34,210
+5,771
40
$2.27M 0.55%
4,412
+784
41
$2.22M 0.54%
10,494
+1,278
42
$2.21M 0.54%
+44,075
43
$2.11M 0.51%
12,394
+1,293
44
$2.11M 0.51%
42,371
+19,754
45
$2.1M 0.51%
5,716
+439
46
$2.03M 0.49%
8,174
+210
47
$1.9M 0.46%
3,304
+506
48
$1.86M 0.45%
10,755
+3,254
49
$1.83M 0.44%
9,429
+1,186
50
$1.78M 0.43%
114,257
+8,056
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