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
576
$3.18K ﹤0.01%
144
577
$3.01K ﹤0.01%
49
578
$2.94K ﹤0.01%
70
579
$2.63K ﹤0.01%
96
580
$2.58K ﹤0.01%
34
581
$2.57K ﹤0.01%
108
582
$2.48K ﹤0.01%
39
+10
583
$2.39K ﹤0.01%
102
584
$2.38K ﹤0.01%
+37
585
$2.22K ﹤0.01%
+93
586
$2.15K ﹤0.01%
60
-50
587
$2.11K ﹤0.01%
26
588
$1.93K ﹤0.01%
70
589
$1.92K ﹤0.01%
79
590
$1.91K ﹤0.01%
38
+1
591
$1.87K ﹤0.01%
55
592
$1.87K ﹤0.01%
18
593
$1.86K ﹤0.01%
72
594
$1.85K ﹤0.01%
84
595
$1.81K ﹤0.01%
63
+1
596
$1.67K ﹤0.01%
23
597
$1.63K ﹤0.01%
90
598
$1.61K ﹤0.01%
+82
599
$1.42K ﹤0.01%
14
600
$1.38K ﹤0.01%
38
22 23
24
25 26