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 | |
|---|---|---|---|---|---|---|---|
| $3.18K | 0% | 144 | – | – | |||
| $3.01K | 0% | 49 | – | – | |||
| $2.95K | 0% | 70 | – | – | |||
| $2.63K | 0% | 96 | – | – | |||
| $2.58K | 0% | 34 | – | – | |||
| $2.57K | 0% | 108 | – | – | |||
| $2.48K | 0% | 39 +10 | +34% | +$635 | |||
| $2.39K | 0% | 102 | – | – | |||
| $2.38K | 0% | 37 | New | +$2.38K | |||
| $2.22K | 0% | 93 | New | +$2.22K | |||
| $2.15K | 0% | 60 -50 | -45% | -$1.79K | |||
| $2.11K | 0% | 26 | – | – | |||
| $1.93K | 0% | 70 | – | – | |||
| $1.92K | 0% | 79 | – | – | |||
| $1.91K | 0% | 38 +1 | +3% | +$50 | |||
| $1.87K | 0% | 55 | – | – | |||
| $1.87K | 0% | 18 | – | – | |||
| $1.86K | 0% | 72 | – | – | |||
| $1.85K | 0% | 84 | – | – | |||
| $1.81K | 0% | 63 +1 | +2% | +$29 | |||
| $1.67K | 0% | 23 | – | – | |||
| $1.63K | 0% | 90 | – | – | |||
| $1.61K | 0% | 82 | New | +$1.61K | |||
| $1.42K | 0% | 14 | – | – | |||
| $1.38K | 0% | 38 | – | – |
