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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.42%
22,059
+2,023
52
$1.69M 0.41%
27,415
+3,779
53
$1.68M 0.41%
4,527
+637
54
$1.67M 0.4%
6,132
+717
55
$1.65M 0.4%
40,471
-13,032
56
$1.6M 0.39%
17,848
+2,759
57
$1.58M 0.38%
1,910
+333
58
$1.57M 0.38%
31,271
+5,426
59
$1.57M 0.38%
22,165
-118
60
$1.57M 0.38%
30,669
+1,550
61
$1.55M 0.38%
42,399
-4,525
62
$1.54M 0.37%
21,471
+704
63
$1.5M 0.36%
156,591
+19,980
64
$1.47M 0.36%
11,113
+907
65
$1.47M 0.36%
5,332
+4,988
66
$1.45M 0.35%
39,175
-14,750
67
$1.41M 0.34%
31,218
-467
68
$1.38M 0.34%
3,921
+1,545
69
$1.38M 0.33%
25,476
+5,000
70
$1.36M 0.33%
9,094
+114
71
$1.36M 0.33%
3,888
+1,250
72
$1.34M 0.32%
8,571
+1,203
73
$1.32M 0.32%
7,667
+831
74
$1.31M 0.32%
17,364
+60
75
$1.3M 0.32%
46,650
+1,672
1 2
3
4 5