FFA

Founders Financial Alliance Portfolio holdings

AUM $530M
1-Year Est. Return 20.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.34%
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
+$6.94M
2
+$4.8M
3
+$4.45M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.35M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.86M

Top Sells

1
+$587K
2
+$530K
3
+$466K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$435K

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%
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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
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-38,537
559
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-1,241
560
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561
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562
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-3,629
564
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566
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567
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569
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570
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571
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572
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573
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