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
76
$802K 0.32%
22,722
+4,432
77
$797K 0.31%
11,522
+759
78
$797K 0.31%
8,922
-2,164
79
$771K 0.3%
3,474
+2,164
80
$752K 0.3%
4,337
+135
81
$716K 0.28%
2,737
+415
82
$699K 0.28%
1,716
+240
83
$683K 0.27%
9,041
+7,944
84
$680K 0.27%
3,702
+15
85
$678K 0.27%
21,275
+15,425
86
$676K 0.27%
42,490
-1,366
87
$643K 0.25%
5,402
+564
88
$632K 0.25%
4,449
+887
89
$620K 0.24%
25,629
+72
90
$612K 0.24%
26,896
+173
91
$605K 0.24%
2,138
+318
92
$599K 0.24%
29,946
+1,379
93
$583K 0.23%
10,259
+232
94
$580K 0.23%
1,648
+88
95
$572K 0.23%
1,063
+35
96
$569K 0.22%
48,659
-375
97
$568K 0.22%
12,310
+5,064
98
$568K 0.22%
34,033
+1,425
99
$566K 0.22%
1,413
+193
100
$566K 0.22%
1,230
+129
2 3
4
5 6