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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10K ﹤0.01%
63
477
$9.88K ﹤0.01%
+530
478
$9.84K ﹤0.01%
1,040
479
$9.69K ﹤0.01%
191
480
$9.58K ﹤0.01%
229
481
$9.46K ﹤0.01%
+327
482
$9.38K ﹤0.01%
+81
483
$9K ﹤0.01%
245
-38
484
$8.55K ﹤0.01%
361
485
$8.36K ﹤0.01%
+7
486
$8.04K ﹤0.01%
174
487
$7.99K ﹤0.01%
+186
488
$7.97K ﹤0.01%
400
489
$7.96K ﹤0.01%
237
+1
490
$7.93K ﹤0.01%
192
+6
491
$7.89K ﹤0.01%
59
+1
492
$7.79K ﹤0.01%
123
+52
493
$7.65K ﹤0.01%
193
+39
494
$7.46K ﹤0.01%
215
-37
495
$7.3K ﹤0.01%
53
496
$7.3K ﹤0.01%
95
-254
497
$7.29K ﹤0.01%
108
498
$7.2K ﹤0.01%
107
499
$6.94K ﹤0.01%
95
500
$6.72K ﹤0.01%
331
18 19
20
21 22