FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$518K
3
+$480K
4
CVX icon
Chevron
CVX
+$436K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$396K

Top Sells

1
+$739K
2
+$247K
3
+$232K
4
CRM icon
Salesforce
CRM
+$219K
5
FCX icon
Freeport-McMoran
FCX
+$210K

Sector Composition

1 Technology 17.65%
2 Financials 12.23%
3 Consumer Discretionary 7.02%
4 Communication Services 6.92%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$927K 0.46%
16,836
-705
52
$919K 0.45%
6,946
+8
53
$905K 0.45%
23,427
+529
54
$894K 0.44%
11,997
+196
55
$893K 0.44%
2,368
-354
56
$874K 0.43%
4,047
+229
57
$871K 0.43%
6,412
+1,341
58
$860K 0.42%
5,819
+826
59
$851K 0.42%
10,370
-147
60
$823K 0.41%
17,715
+2,433
61
$814K 0.4%
3,482
-38
62
$811K 0.4%
11,602
+1,652
63
$804K 0.4%
22,252
+848
64
$787K 0.39%
7,260
-1,220
65
$784K 0.39%
3,280
+311
66
$751K 0.37%
8,734
+165
67
$750K 0.37%
11,745
+1,387
68
$745K 0.37%
9,479
-224
69
$728K 0.36%
14,242
-85
70
$710K 0.35%
5,444
-16
71
$703K 0.35%
2,890
-330
72
$691K 0.34%
23,808
+3,562
73
$683K 0.34%
1,438
-135
74
$673K 0.33%
10,665
+1,690
75
$627K 0.31%
8,359
+2,620
1 2
3
4 5