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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$29.2K 0.01%
1,607
-1,061
477
$29K 0.01%
2,580
+31
478
$28.8K 0.01%
367
479
$28.5K 0.01%
+937
480
$27.4K 0.01%
537
481
$26.8K 0.01%
555
482
$25K 0.01%
492
483
$24.8K 0.01%
532
+2
484
$24.8K 0.01%
709
485
$24.6K 0.01%
500
486
$24.4K 0.01%
177
+1
487
$24.4K 0.01%
+333
488
$23.6K 0.01%
303
489
$22.6K 0.01%
324
490
$21.4K 0.01%
282
491
$21.2K 0.01%
1,085
+3
492
$20.9K 0.01%
231
+1
493
$20.1K ﹤0.01%
484
494
$20K ﹤0.01%
216
+51
495
$19.8K ﹤0.01%
418
+143
496
$19.8K ﹤0.01%
325
497
$19.5K ﹤0.01%
400
498
$19.1K ﹤0.01%
335
499
$18.9K ﹤0.01%
195
+94
500
$18.8K ﹤0.01%
938
-292
18 19
20
21 22