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
$229M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$271K
3
+$250K
4
PNNT
Pennant Park Investment Corp
PNNT
+$236K
5
PCF
High Income Securities Fund
PCF
+$220K

Top Sells

1
+$599K
2
+$589K
3
+$492K
4
SO icon
Southern Company
SO
+$366K
5
AMZN icon
Amazon
AMZN
+$340K

Sector Composition

1 Technology 22.61%
2 Financials 9.2%
3 Healthcare 6.84%
4 Consumer Discretionary 5.98%
5 Consumer Staples 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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