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
526
$10.6K ﹤0.01%
188
527
$10.2K ﹤0.01%
184
528
$10.1K ﹤0.01%
147
529
$9.64K ﹤0.01%
229
530
$9.58K ﹤0.01%
38
531
$9.57K ﹤0.01%
81
532
$9.55K ﹤0.01%
63
533
$9.5K ﹤0.01%
95
534
$9.33K ﹤0.01%
1,040
535
$8.83K ﹤0.01%
138
536
$8.41K ﹤0.01%
192
537
$8.2K ﹤0.01%
138
+77
538
$8.03K ﹤0.01%
400
539
$7.79K ﹤0.01%
81
540
$7.7K ﹤0.01%
204
-837
541
$7.46K ﹤0.01%
242
542
$7.36K ﹤0.01%
96
543
$6.76K ﹤0.01%
167
+55
544
$6.62K ﹤0.01%
73
545
$6.34K ﹤0.01%
116
546
$6.18K ﹤0.01%
161
547
$6.18K ﹤0.01%
216
548
$6.09K ﹤0.01%
+139
549
$6.09K ﹤0.01%
32
550
$6.05K ﹤0.01%
182
+139
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