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
$196M
AUM Growth
-$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.21M
3
+$1.7M
4
PM icon
Philip Morris
PM
+$1.59M
5
ABBV icon
AbbVie
ABBV
+$1.37M

Top Sells

1
+$2.68M
2
+$1.56M
3
+$1.5M
4
O icon
Realty Income
O
+$1.08M
5
SCHW icon
Charles Schwab
SCHW
+$971K

Sector Composition

1 Technology 18.43%
2 Financials 10.44%
3 Healthcare 7.91%
4 Consumer Discretionary 6.46%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.52%
12,559
+11,925
52
$1.02M 0.52%
10,579
+823
53
$995K 0.51%
6,161
+1,050
54
$991K 0.5%
6,969
55
$988K 0.5%
28,491
56
$942K 0.48%
5,514
+39
57
$939K 0.48%
31,093
+749
58
$914K 0.47%
3,811
+721
59
$906K 0.46%
6,678
+767
60
$886K 0.45%
7,454
+1,172
61
$882K 0.45%
17,588
+11,556
62
$824K 0.42%
52,616
+18,825
63
$813K 0.41%
18,816
-1,896
64
$806K 0.41%
9,840
+3,454
65
$777K 0.4%
8,983
+676
66
$774K 0.39%
8,049
+2,409
67
$771K 0.39%
2,385
-197
68
$766K 0.39%
19,140
-7,916
69
$747K 0.38%
5,529
+5,233
70
$697K 0.35%
+4,349
71
$687K 0.35%
42,121
+1,572
72
$681K 0.35%
26,414
+6,067
73
$674K 0.34%
23,606
+4,998
74
$641K 0.33%
31,116
+601
75
$611K 0.31%
10,494
-18,484
1 2
3
4 5