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
551
$499 ﹤0.01%
14
552
$451 ﹤0.01%
25
553
$344 ﹤0.01%
12
554
$306 ﹤0.01%
4
555
$306 ﹤0.01%
8
-532
556
$304 ﹤0.01%
+12
557
$54 ﹤0.01%
1
558
– –
-1,241
559
– –
-37,724
560
– –
-1,810
561
– –
-1,031
562
– –
-5,177
563
– –
-426
564
– –
-3,629
565
– –
-1,111
566
– –
-150
567
– –
-1,069
568
– –
-2,158
569
– –
-38,537
570
– –
-1,341
571
– –
-3,438
572
– –
-1,860
573
– –
-2,248
574
– –
-4,206
575
– –
-1,136
20 21 22
23
24