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
476
-908
477
-502
478
-6,472
479
-726
480
-9,889
481
-197
482
-575
483
-11,000
484
-21,120
485
-8,542
486
-1,378
487
-1,353
488
-808
489
-1,175
490
$0 ﹤0.01%
+4
491
-244
492
-1,122
493
-4,100
494
-66
495
-1,540
496
-44
497
-16
498
-48
499
-19
500
$0 ﹤0.01%
+14