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
$254M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.53M
3
+$2.56M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
HON icon
Honeywell
HON
+$1.48M

Top Sells

1
+$2.99M
2
+$2.48M
3
+$567K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$396K
5
FE icon
FirstEnergy
FE
+$217K

Sector Composition

1 Technology 22.64%
2 Financials 9.09%
3 Healthcare 6.97%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4.35K ﹤0.01%
53
477
$4.29K ﹤0.01%
91
478
$4.19K ﹤0.01%
71
479
$4.12K ﹤0.01%
20
480
$4.06K ﹤0.01%
125
481
$3.67K ﹤0.01%
+82
482
$3.62K ﹤0.01%
138
483
$3.58K ﹤0.01%
+61
484
$3.58K ﹤0.01%
89
485
$3.5K ﹤0.01%
+75
486
$3.46K ﹤0.01%
+59
487
$3.28K ﹤0.01%
42
488
$2.96K ﹤0.01%
48
489
$2.94K ﹤0.01%
100
490
$2.67K ﹤0.01%
+34
491
$2.54K ﹤0.01%
50
-572
492
$2.24K ﹤0.01%
30
493
$2.16K ﹤0.01%
26
-24
494
$1.74K ﹤0.01%
33
495
$1.67K ﹤0.01%
29
496
$1.66K ﹤0.01%
20
-392
497
$1.66K ﹤0.01%
+38
498
$1.61K ﹤0.01%
27
499
$1.6K ﹤0.01%
23
500
$1.57K ﹤0.01%
90
17 18 19
20
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