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
$203M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$518K
3
+$480K
4
CVX icon
Chevron
CVX
+$436K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$396K

Top Sells

1
+$739K
2
+$247K
3
+$232K
4
CRM icon
Salesforce
CRM
+$219K
5
FCX icon
Freeport-McMoran
FCX
+$210K

Sector Composition

1 Technology 17.65%
2 Financials 12.23%
3 Consumer Discretionary 7.02%
4 Communication Services 6.92%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$624K 0.31%
4,801
-198
77
$617K 0.3%
23,870
+1,767
78
$589K 0.29%
10,905
-275
79
$578K 0.28%
2,410
+312
80
$573K 0.28%
14,955
-297
81
$565K 0.28%
28,244
+2,554
82
$552K 0.27%
3,970
+41
83
$551K 0.27%
662
+186
84
$550K 0.27%
5,430
+1,592
85
$538K 0.27%
4,156
+206
86
$525K 0.26%
4,493
+340
87
$522K 0.26%
24,878
+10,713
88
$518K 0.26%
+5,918
89
$506K 0.25%
6,480
90
$503K 0.25%
3,353
91
$497K 0.24%
7,832
-948
92
$488K 0.24%
2,267
+340
93
$484K 0.24%
33,042
+111
94
$484K 0.24%
2,609
-191
95
$482K 0.24%
3,487
+708
96
$482K 0.24%
3,815
-4
97
$467K 0.23%
1,383
+132
98
$467K 0.23%
4,890
+109
99
$455K 0.22%
1,804
-919
100
$454K 0.22%
2,521
+277
2 3
4
5 6