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
$337M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$848K
3
+$650K
4
BCIC
BCP Investment Corp
BCIC
+$417K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$376K

Top Sells

1
+$4.73M
2
+$4.22M
3
+$905K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$760K
5
AMZN icon
Amazon
AMZN
+$546K

Sector Composition

1 Technology 22.04%
2 Financials 8.62%
3 Consumer Discretionary 4.77%
4 Healthcare 4.75%
5 Consumer Staples 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6.15K ﹤0.01%
32
502
$6.04K ﹤0.01%
23
503
$5.94K ﹤0.01%
155
-38
504
$5.86K ﹤0.01%
57
505
$5.56K ﹤0.01%
116
506
$5.54K ﹤0.01%
161
507
$5.51K ﹤0.01%
124
-1,211
508
$5.23K ﹤0.01%
134
509
$5.12K ﹤0.01%
+162
510
$5.04K ﹤0.01%
194
511
$4.82K ﹤0.01%
138
-99
512
$4.8K ﹤0.01%
55
+1
513
$4.73K ﹤0.01%
50
514
$4.72K ﹤0.01%
47
-117
515
$4.54K ﹤0.01%
112
+11
516
$4.49K ﹤0.01%
110
517
$4.43K ﹤0.01%
220
518
$4.31K ﹤0.01%
125
519
$4.16K ﹤0.01%
63
-45
520
$3.86K ﹤0.01%
+125
521
$3.67K ﹤0.01%
100
522
$3.4K ﹤0.01%
125
-647
523
$3.37K ﹤0.01%
48
524
$3.36K ﹤0.01%
+128
525
$3.27K ﹤0.01%
49
19 20
21
22 23