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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.32%
25,477
+2,387
77
$1.06M 0.32%
10,524
-551
78
$1.03M 0.31%
6,079
+4,482
79
$1.01M 0.3%
10,357
-853
80
$960K 0.29%
11,744
+176
81
$947K 0.28%
3,752
+90
82
$925K 0.28%
3,211
+2,336
83
$924K 0.28%
6,483
+3
84
$923K 0.28%
4,434
-2
85
$902K 0.27%
15,973
-582
86
$890K 0.27%
7,276
-904
87
$877K 0.26%
14,572
-23
88
$873K 0.26%
17,396
+5,231
89
$870K 0.26%
+10,456
90
$869K 0.26%
87,785
+30,086
91
$858K 0.26%
4,024
-109
92
$848K 0.25%
+14,060
93
$823K 0.25%
9,556
+981
94
$813K 0.24%
1,110
+10
95
$809K 0.24%
21,465
-773
96
$768K 0.23%
+11,815
97
$763K 0.23%
9,511
-1
98
$761K 0.23%
27,424
-3,062
99
$735K 0.22%
4,943
-641
100
$720K 0.22%
8,977
2 3
4
5 6