FFA

Founders Financial Alliance Portfolio holdings

AUM $530M
1-Year Est. Return 20.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$977K
3
+$766K
4
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$621K
5
BME icon
BlackRock Health Sciences Trust
BME
+$618K

Top Sells

1
+$2.77M
2
+$705K
3
+$346K
4
WSBC icon
WesBanco
WSBC
+$345K
5
UPS icon
United Parcel Service
UPS
+$330K

Sector Composition

1 Technology 21.7%
2 Financials 9.38%
3 Consumer Discretionary 5.59%
4 Industrials 4.59%
5 Consumer Staples 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.47%
4,697
+170
52
$1.98M 0.45%
9,657
+228
53
$1.95M 0.44%
12,245
-149
54
$1.86M 0.42%
26,877
-538
55
$1.86M 0.42%
35,498
+4,829
56
$1.79M 0.41%
21,852
-207
57
$1.78M 0.4%
66,987
+20,337
58
$1.75M 0.4%
41,095
+624
59
$1.67M 0.38%
42,401
+2
60
$1.67M 0.38%
112,171
-2,086
61
$1.63M 0.37%
5,352
+20
62
$1.62M 0.37%
32,222
+951
63
$1.62M 0.37%
11,071
-42
64
$1.59M 0.36%
17,886
+522
65
$1.58M 0.36%
12,500
+124
66
$1.55M 0.35%
2,189
+163
67
$1.52M 0.35%
8,596
+25
68
$1.49M 0.34%
39,175
69
$1.48M 0.34%
31,313
+95
70
$1.47M 0.33%
10,970
+1,850
71
$1.46M 0.33%
1,879
-31
72
$1.42M 0.32%
20,108
-1,363
73
$1.42M 0.32%
154,444
-2,147
74
$1.39M 0.32%
3,919
+31
75
$1.39M 0.32%
24,364
-188
1 2
3
4 5