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
76
$608K 0.31%
2,275
-354
77
$602K 0.31%
9,504
+319
78
$593K 0.3%
17,767
+33
79
$593K 0.3%
4,994
-2,198
80
$588K 0.3%
2,741
+1,775
81
$570K 0.29%
+26,198
82
$562K 0.29%
1,711
+455
83
$561K 0.29%
+48,043
84
$560K 0.29%
31,746
+363
85
$551K 0.28%
4,462
-3,246
86
$548K 0.28%
18,677
+13,347
87
$534K 0.27%
4,410
+504
88
$522K 0.27%
3,184
-2,569
89
$519K 0.26%
1,956
-10,089
90
$513K 0.26%
+14,010
91
$511K 0.26%
3,647
+102
92
$501K 0.26%
7,047
+849
93
$500K 0.25%
3,751
+1,733
94
$496K 0.25%
5,129
-347
95
$492K 0.25%
5,722
+1,647
96
$487K 0.25%
4,308
-1,337
97
$481K 0.24%
874
+105
98
$472K 0.24%
2,779
+206
99
$470K 0.24%
+1,624
100
$468K 0.24%
4,572
+757
2 3
4
5 6