FFA

Founders Financial Alliance Portfolio holdings

AUM $530M
1-Year Est. Return 20.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.43M
3
+$318K
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$311K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$282K

Top Sells

1
+$3.68M
2
+$1.96M
3
+$1.68M
4
XOM icon
Exxon Mobil
XOM
+$1.41M
5
HON icon
Honeywell
HON
+$1.41M

Sector Composition

1 Technology 18.29%
2 Financials 8.98%
3 Healthcare 7.4%
4 Consumer Staples 6.19%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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477
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478
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479
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480
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482
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483
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484
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485
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486
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487
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488
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489
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-9,479
490
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-2,954
491
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-10,012
16 17 18 19
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