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
$254M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.53M
3
+$2.56M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
HON icon
Honeywell
HON
+$1.48M

Top Sells

1
+$2.99M
2
+$2.48M
3
+$567K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$396K
5
FE icon
FirstEnergy
FE
+$217K

Sector Composition

1 Technology 22.64%
2 Financials 9.09%
3 Healthcare 6.97%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.43%
68,228
+5,086
52
$1.08M 0.43%
8,941
+1,746
53
$1.08M 0.42%
11,012
+1,325
54
$1.06M 0.42%
6,526
+718
55
$1.04M 0.41%
10,910
-232
56
$1M 0.39%
10,267
+103
57
$1M 0.39%
12,346
+189
58
$1,000K 0.39%
26,887
+3,129
59
$994K 0.39%
19,215
+1,476
60
$992K 0.39%
6,976
61
$955K 0.38%
4,801
62
$951K 0.37%
7,207
+187
63
$937K 0.37%
32,646
+1,465
64
$931K 0.37%
2,519
+760
65
$930K 0.37%
17,751
+4,221
66
$887K 0.35%
49,985
+4,101
67
$860K 0.34%
1,758
+198
68
$855K 0.34%
16,506
+2,312
69
$841K 0.33%
27,715
+4,825
70
$830K 0.33%
6,203
+1,996
71
$829K 0.33%
19,945
+2,650
72
$826K 0.33%
9,811
+1,974
73
$813K 0.32%
4,677
+106
74
$810K 0.32%
3,290
+853
75
$805K 0.32%
3,812
+999
1 2
3
4 5