FFA
Founders Financial Alliance Portfolio holdings
AUM $413M
AUM
$413M
AUM Growth
+$48.9M (+13%)
Cap. Flow
+$62.7M
Cap. Flow % of AUM
15.19%
Top 10 Holdings %Top 10 Hldgs %
25.86%
Holding
657
New
81
Increased
308
Reduced
92
Closed
42
Top Buys
| 1 | $3.81M | |
| 2 | $3.5M | |
| 3 | $2.94M | |
| 4 | $2.78M | |
| 5 | $2.21M |
Top Sells
| 1 | $780K | |
| 2 | $545K | |
| 3 | $531K | |
| 4 | $283K | |
| 5 | $246K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $29.2K | 0.01% | 1,607 -1,061 | -40% | -$19.3K | |||
| $29K | 0.01% | 2,580 +31 | +1% | +$348 | |||
| $28.8K | 0.01% | 367 | – | – | |||
| $28.5K | 0.01% | 937 | New | +$28.5K | |||
| $27.4K | 0.01% | 537 | – | – | |||
| $26.8K | 0.01% | 555 | – | – | |||
| $25K | 0.01% | 492 | – | – | |||
| $24.8K | 0.01% | 532 +2 | +0.4% | +$93 | |||
| $24.8K | 0.01% | 709 | – | – | |||
| $24.7K | 0.01% | 500 | – | – | |||
| $24.4K | 0.01% | 177 +1 | +0.6% | +$138 | |||
| $24.4K | 0.01% | 333 | New | +$24.4K | |||
| $23.6K | 0.01% | 303 | – | – | |||
| $22.6K | 0.01% | 324 | – | – | |||
| $21.4K | 0.01% | 282 | – | – | |||
| $21.2K | 0.01% | 1,085 +3 | +0.3% | +$58 | |||
| $20.9K | 0.01% | 231 +1 | +0.4% | +$90 | |||
| $20.1K | 0% | 484 | – | – | |||
| $20K | 0% | 216 +51 | +31% | +$4.72K | |||
| $19.8K | 0% | 418 +143 | +52% | +$6.79K | |||
| $19.8K | 0% | 325 | – | – | |||
| $19.5K | 0% | 400 | – | – | |||
| $19.1K | 0% | 335 | – | – | |||
| $18.9K | 0% | 195 +94 | +93% | +$9.12K | |||
| $18.8K | 0% | 938 -292 | -24% | -$5.84K |
