FFA
Founders Financial Alliance Portfolio holdings
AUM $413M
AUM
$413M
AUM Growth
+$48.9M (+13%)
Cap. Flow
+$62.7M
Cap. Flow % of AUM
15.19%
Top 10 Holdings %Top 10 Hldgs %
25.86%
Holding
657
New
81
Increased
308
Reduced
92
Closed
42
Top Buys
| 1 | $3.81M | |
| 2 | $3.5M | |
| 3 | $2.94M | |
| 4 | $2.78M | |
| 5 | $2.21M |
Top Sells
| 1 | $780K | |
| 2 | $545K | |
| 3 | $531K | |
| 4 | $283K | |
| 5 | $246K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $10.6K | 0% | 188 | – | – | |||
| $10.2K | 0% | 184 | – | – | |||
| $10.1K | 0% | 147 | – | – | |||
| $9.64K | 0% | 229 | – | – | |||
| $9.58K | 0% | 38 | – | – | |||
| $9.57K | 0% | 81 | – | – | |||
| $9.55K | 0% | 63 | – | – | |||
| $9.5K | 0% | 95 | – | – | |||
| $9.33K | 0% | 1,040 | – | – | |||
| $8.83K | 0% | 138 | – | – | |||
| $8.41K | 0% | 192 | – | – | |||
| $8.2K | 0% | 138 +77 | +126% | +$4.57K | |||
| $8.03K | 0% | 400 | – | – | |||
| $7.79K | 0% | 81 | – | – | |||
| $7.7K | 0% | 204 -837 | -80% | -$31.6K | |||
| $7.46K | 0% | 242 | – | – | |||
| $7.36K | 0% | 96 | – | – | |||
| $6.76K | 0% | 167 +55 | +49% | +$2.23K | |||
| $6.62K | 0% | 73 | – | – | |||
| $6.34K | 0% | 116 | – | – | |||
| $6.18K | 0% | 161 | – | – | |||
| $6.18K | 0% | 216 | – | – | |||
| $6.09K | 0% | 139 | New | +$6.09K | |||
| $6.09K | 0% | 32 | – | – | |||
| $6.05K | 0% | 182 +139 | +323% | +$4.62K |
