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
526
$3.21K ﹤0.01%
48
527
$3.17K ﹤0.01%
113
528
$2.82K ﹤0.01%
25
529
$2.54K ﹤0.01%
40
+8
530
$2.52K ﹤0.01%
+108
531
$2.41K ﹤0.01%
26
532
$2.36K ﹤0.01%
39
533
$2.29K ﹤0.01%
+50
534
$2.27K ﹤0.01%
25
535
$1.85K ﹤0.01%
18
536
$1.81K ﹤0.01%
84
537
$1.79K ﹤0.01%
29
-94
538
$1.75K ﹤0.01%
62
+1
539
$1.71K ﹤0.01%
23
540
$1.64K ﹤0.01%
33
541
$1.63K ﹤0.01%
+37
542
$1.62K ﹤0.01%
90
543
$1.46K ﹤0.01%
55
544
$1.4K ﹤0.01%
43
545
$1.35K ﹤0.01%
14
546
$1.16K ﹤0.01%
15
547
$901 ﹤0.01%
18
548
$850 ﹤0.01%
20
549
$779 ﹤0.01%
27
-300
550
$672 ﹤0.01%
60
-203
20 21
22
23 24