FFA
Founders Financial Alliance Portfolio holdings
AUM $413M
AUM
$413M
AUM Growth
+$48.9M (+13%)
Cap. Flow
+$62.7M
Cap. Flow % of AUM
15.19%
Top 10 Holdings %Top 10 Hldgs %
25.86%
Holding
657
New
81
Increased
308
Reduced
92
Closed
42
Top Buys
| 1 | $3.81M | |
| 2 | $3.5M | |
| 3 | $2.94M | |
| 4 | $2.78M | |
| 5 | $2.21M |
Top Sells
| 1 | $780K | |
| 2 | $545K | |
| 3 | $531K | |
| 4 | $283K | |
| 5 | $246K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $18.3K | 0% | 690 | – | – | |||
| $17.1K | 0% | 670 | – | – | |||
| $17.1K | 0% | 175 | – | – | |||
| $16.7K | 0% | 152 | – | – | |||
| $16.1K | 0% | 505 | – | – | |||
| $15.9K | 0% | 317 | – | – | |||
| $15.8K | 0% | 275 | New | +$15.8K | |||
| $15.4K | 0% | 155 | – | – | |||
| $15.2K | 0% | 358 +5 | +1% | +$212 | |||
| $14.4K | 0% | 906 | – | – | |||
| $14.2K | 0% | 257 -70 | -21% | -$3.86K | |||
| $14.2K | 0% | 221 | – | – | |||
| $13.8K | 0% | 444 +89 | +25% | +$2.77K | |||
| $13.8K | 0% | 54 | – | – | |||
| $13.8K | 0% | 354 | – | – | |||
| $13.8K | 0% | 120 -1,440 | -92% | -$165K | |||
| $13.7K | 0% | 146 | – | – | |||
| $13.4K | 0% | 141 -48 | -25% | -$4.57K | |||
| $12.3K | 0% | 115 | – | – | |||
| $12.2K | 0% | 71 | – | – | |||
| $11.8K | 0% | 214 +82 | +62% | +$4.52K | |||
| $11K | 0% | 200 | – | – | |||
| $10.8K | 0% | 82 +23 | +39% | +$3.03K | |||
| $10.7K | 0% | 98 | – | – | |||
| $10.7K | 0% | 350 | New | +$10.7K |
