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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6.63K ﹤0.01%
138
-1,976
502
$6.53K ﹤0.01%
32
503
$6.5K ﹤0.01%
109
-1,651
504
$6.46K ﹤0.01%
278
-80
505
$6.43K ﹤0.01%
147
506
$6.28K ﹤0.01%
73
+1
507
$6.23K ﹤0.01%
23
508
$6.07K ﹤0.01%
+57
509
$5.98K ﹤0.01%
+126
510
$5.79K ﹤0.01%
112
-70
511
$5.66K ﹤0.01%
161
512
$5.54K ﹤0.01%
+126
513
$5.52K ﹤0.01%
116
-278
514
$5.39K ﹤0.01%
61
515
$5.31K ﹤0.01%
+134
516
$5.07K ﹤0.01%
220
517
$5.04K ﹤0.01%
194
+56
518
$4.78K ﹤0.01%
50
+20
519
$4.59K ﹤0.01%
54
520
$4.59K ﹤0.01%
110
-166
521
$4.54K ﹤0.01%
125
522
$4.26K ﹤0.01%
101
-38
523
$3.74K ﹤0.01%
152
+124
524
$3.61K ﹤0.01%
+48
525
$3.56K ﹤0.01%
+49
19 20
21
22 23