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
$337M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$848K
3
+$650K
4
BCIC
BCP Investment Corp
BCIC
+$417K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$376K

Top Sells

1
+$4.73M
2
+$4.22M
3
+$905K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$760K
5
AMZN icon
Amazon
AMZN
+$546K

Sector Composition

1 Technology 22.04%
2 Financials 8.62%
3 Consumer Discretionary 4.77%
4 Healthcare 4.75%
5 Consumer Staples 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.35K ﹤0.01%
81
477
$9.33K ﹤0.01%
191
478
$9K ﹤0.01%
138
-203
479
$8.37K ﹤0.01%
7
480
$8.19K ﹤0.01%
174
481
$8.06K ﹤0.01%
196
+4
482
$7.98K ﹤0.01%
59
483
$7.94K ﹤0.01%
400
484
$7.78K ﹤0.01%
+81
485
$7.72K ﹤0.01%
186
486
$7.65K ﹤0.01%
329
-32
487
$7.55K ﹤0.01%
95
488
$7.52K ﹤0.01%
127
-58
489
$7.31K ﹤0.01%
215
490
$7.31K ﹤0.01%
107
491
$7.3K ﹤0.01%
53
492
$6.99K ﹤0.01%
272
-204
493
$6.87K ﹤0.01%
73
494
$6.85K ﹤0.01%
95
495
$6.7K ﹤0.01%
132
+20
496
$6.61K ﹤0.01%
331
497
$6.54K ﹤0.01%
+100
498
$6.41K ﹤0.01%
109
499
$6.36K ﹤0.01%
138
500
$6.26K ﹤0.01%
147
18 19
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