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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.3M 0.32%
5,862
+799
77
$1.28M 0.31%
9,769
+5,720
78
$1.28M 0.31%
6,188
+726
79
$1.25M 0.3%
24,552
+11,631
80
$1.21M 0.29%
26,713
+3,735
81
$1.21M 0.29%
12,286
+1,657
82
$1.17M 0.28%
154,927
+15,364
83
$1.15M 0.28%
4,985
+175
84
$1.11M 0.27%
9,876
+307
85
$1.11M 0.27%
27,051
-100
86
$1.11M 0.27%
2,026
+300
87
$1.09M 0.27%
10,017
+108
88
$1.08M 0.26%
45,963
+5,670
89
$1.08M 0.26%
3,265
+263
90
$1.06M 0.26%
28,032
+2,969
91
$1.05M 0.25%
1,108
+17
92
$1.01M 0.25%
70,516
+8,299
93
$1.01M 0.24%
17,956
+2,786
94
$1M 0.24%
9,749
+765
95
$998K 0.24%
4,190
-71
96
$955K 0.23%
7,839
+4,278
97
$950K 0.23%
8,737
-720
98
$916K 0.22%
9,228
+258
99
$912K 0.22%
15,633
+6,344
100
$908K 0.22%
5,471
+267
2 3
4
5 6