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
$225M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$486K
3
+$448K
4
SLV icon
iShares Silver Trust
SLV
+$428K
5
WMB icon
Williams Companies
WMB
+$342K

Top Sells

1
+$1.42M
2
+$889K
3
+$661K
4
AVGO icon
Broadcom
AVGO
+$611K
5
STX icon
Seagate
STX
+$603K

Sector Composition

1 Technology 20.7%
2 Financials 10.71%
3 Healthcare 6.68%
4 Consumer Staples 6.56%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.5%
20,266
-668
52
$1.13M 0.5%
6,967
-87
53
$1.08M 0.48%
4,866
-1,128
54
$1.05M 0.47%
30,086
-37
55
$1.04M 0.46%
39,032
+894
56
$1.03M 0.46%
4,644
+201
57
$983K 0.44%
7,040
-1,140
58
$973K 0.43%
4,375
-2,589
59
$935K 0.42%
18,831
+138
60
$922K 0.41%
24,624
+3,410
61
$905K 0.4%
5,695
-1,495
62
$903K 0.4%
5,570
+13
63
$883K 0.39%
8,077
+909
64
$880K 0.39%
8,820
+742
65
$875K 0.39%
8,830
-1,252
66
$839K 0.37%
6,449
+23
67
$807K 0.36%
29,257
+1,305
68
$803K 0.36%
1,934
+461
69
$781K 0.35%
11,230
-1,536
70
$776K 0.34%
11,196
-34
71
$769K 0.34%
2,122
-1,823
72
$764K 0.34%
3,990
+210
73
$749K 0.33%
13,930
+8,340
74
$700K 0.31%
23,793
-575
75
$698K 0.31%
3,131
+22
1 2
3
4 5