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 | |
|---|---|---|---|---|---|---|---|
| $5.76K | 0% | 141 +1 | +0.7% | +$41 | |||
| $5.69K | 0% | 57 | – | – | |||
| $5.65K | 0% | 171 | – | – | |||
| $5.65K | 0% | 56 +1 | +2% | +$101 | |||
| $5.64K | 0% | 50 | – | – | |||
| $5.48K | 0% | 244 | – | – | |||
| $5.32K | 0% | 134 | – | – | |||
| $5.22K | 0% | 108 | – | – | |||
| $4.87K | 0% | 150 | – | – | |||
| $4.81K | 0% | 82 -160 | -66% | -$9.39K | |||
| $4.76K | 0% | 51 | New | +$4.76K | |||
| $4.61K | 0% | 64 | – | – | |||
| $4.58K | 0% | 235 -3,368 | -93% | -$65.7K | |||
| $4.58K | 0% | 48 | – | – | |||
| $4.42K | 0% | 67 +27 | +68% | +$1.78K | |||
| $4.3K | 0% | 65 +26 | +67% | +$1.72K | |||
| $4.2K | 0% | 92 +35 | +61% | +$1.6K | |||
| $4.16K | 0% | 91 | New | +$4.16K | |||
| $3.98K | 0% | 97 +39 | +67% | +$1.6K | |||
| $3.83K | 0% | 162 | – | – | |||
| $3.75K | 0% | 98 -357 | -78% | -$13.7K | |||
| $3.38K | 0% | 130 | – | – | |||
| $3.37K | 0% | 48 | – | – | |||
| $3.26K | 0% | 48 | – | – | |||
| $3.23K | 0% | 113 | – | – |
