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
526
$3.52K ﹤0.01%
100
527
$3.23K ﹤0.01%
48
528
$3.18K ﹤0.01%
+113
529
$3.08K ﹤0.01%
+263
530
$2.94K ﹤0.01%
+25
531
$2.48K ﹤0.01%
26
-70
532
$2.47K ﹤0.01%
26
533
$2.45K ﹤0.01%
39
-20
534
$2.33K ﹤0.01%
25
535
$2.09K ﹤0.01%
32
-25
536
$1.89K ﹤0.01%
18
-99
537
$1.82K ﹤0.01%
+84
538
$1.78K ﹤0.01%
+61
539
$1.75K ﹤0.01%
23
540
$1.69K ﹤0.01%
33
541
$1.63K ﹤0.01%
90
542
$1.45K ﹤0.01%
55
543
$1.41K ﹤0.01%
+43
544
$1.38K ﹤0.01%
+14
545
$1.08K ﹤0.01%
15
546
$1.03K ﹤0.01%
20
547
$946 ﹤0.01%
+18
548
$885 ﹤0.01%
+50
549
$855 ﹤0.01%
+42
550
$651 ﹤0.01%
33
20 21
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