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
501
$1.43K ﹤0.01%
66
502
$1.1K ﹤0.01%
15
503
$1.02K ﹤0.01%
160
504
$640 ﹤0.01%
33
505
$467 ﹤0.01%
16
506
$452 ﹤0.01%
14
507
$449 ﹤0.01%
25
508
$46 ﹤0.01%
1
509
– –
-8,425
510
– –
-4
511
– –
-5,405
512
– –
-6,011
513
– –
-178,415
514
– –
-575
515
– –
-57
516
– –
-105
517
– –
-124
518
– –
-3,208
519
– –
-800
520
– –
-29,469
17 18 19 20
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