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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

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 Change
in Stake 		Capital Flow
501
$18.3K ﹤0.01%
690
502
$17.1K ﹤0.01%
670
503
$17.1K ﹤0.01%
175
504
$16.7K ﹤0.01%
152
505
$16.1K ﹤0.01%
505
506
$15.9K ﹤0.01%
317
507
$15.8K ﹤0.01%
+275
508
$15.4K ﹤0.01%
155
509
$15.2K ﹤0.01%
358
+5
510
$14.4K ﹤0.01%
906
511
$14.2K ﹤0.01%
257
-70
512
$14.2K ﹤0.01%
221
513
$13.8K ﹤0.01%
444
+89
514
$13.8K ﹤0.01%
54
515
$13.8K ﹤0.01%
354
516
$13.8K ﹤0.01%
120
-1,440
517
$13.7K ﹤0.01%
146
518
$13.4K ﹤0.01%
141
-48
519
$12.3K ﹤0.01%
115
520
$12.2K ﹤0.01%
71
521
$11.8K ﹤0.01%
214
+82
522
$11K ﹤0.01%
200
523
$10.8K ﹤0.01%
82
+23
524
$10.7K ﹤0.01%
98
525
$10.7K ﹤0.01%
+350
19 20
21
22 23