FFA
Founders Financial Alliance Portfolio holdings
AUM
$531M
1-Year Est. Return
19.74%
1 Year Est. Return
+19.74%
AUM
$440M
AUM Growth
+$27.1M
(+6.6%)
Holding
631
Top Buys
| 1 | +$5.87M | |
| 2 | +$978K | |
| 3 | +$806K | |
| 4 |
Capital Group Short Duration Income ETF
CGSD
|
+$623K |
| 5 |
BlackRock Health Sciences Trust
BME
|
+$622K |
Top Sells
| 1 | +$2.82M | |
| 2 | +$705K | |
| 3 | +$346K | |
| 4 |
WesBanco
WSBC
|
+$345K |
| 5 |
United Parcel Service
UPS
|
+$339K |
Sector Composition
| 1 | Technology | 21.7% |
| 2 | Financials | 9.38% |
| 3 | Consumer Discretionary | 5.59% |
| 4 | Industrials | 4.59% |
| 5 | Consumer Staples | 4.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WBAT
626
DELISTED
WisdomTree Battery Value Chain and Innovation Fund
WBAT
| – | – |
-130
|
|
||
627
WisdomTree Cloud Computing Fund
WCLD
$321M
| – | – |
-150
|
|
||
|
628
WesBanco
WSBC
$2.99B
| – | – |
-11,155
|
|
||
629
State Street SPDR S&P Homebuilders ETF
XHB
$1.74B
| – | – |
-195
|
|
||
630
State Street SPDR S&P Metals & Mining ETF
XME
$2.63B
| – | – |
-12,592
|
|
||
631
Zoetis
ZTS
$53.2B
| – | – |
-1,464
|
|