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
551
$5.76K ﹤0.01%
141
+1
552
$5.69K ﹤0.01%
57
553
$5.65K ﹤0.01%
171
554
$5.65K ﹤0.01%
56
+1
555
$5.64K ﹤0.01%
50
556
$5.48K ﹤0.01%
244
557
$5.32K ﹤0.01%
134
558
$5.22K ﹤0.01%
108
559
$4.87K ﹤0.01%
150
560
$4.81K ﹤0.01%
82
-160
561
$4.76K ﹤0.01%
+51
562
$4.61K ﹤0.01%
64
563
$4.58K ﹤0.01%
235
-65
564
$4.58K ﹤0.01%
48
565
$4.42K ﹤0.01%
67
+27
566
$4.3K ﹤0.01%
65
+26
567
$4.2K ﹤0.01%
92
+35
568
$4.16K ﹤0.01%
+91
569
$3.98K ﹤0.01%
97
+39
570
$3.83K ﹤0.01%
162
571
$3.75K ﹤0.01%
98
-357
572
$3.38K ﹤0.01%
130
573
$3.37K ﹤0.01%
48
574
$3.26K ﹤0.01%
48
575
$3.23K ﹤0.01%
113
21 22
23
24 25