FFA

Founders Financial Alliance Portfolio holdings

AUM $530M
1-Year Est. Return 20.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,450
New
Increased
Reduced
Closed

Top Buys

1
+$713K
2
+$688K
3
+$623K
4
MSFT icon
Microsoft
MSFT
+$451K
5
AMZN icon
Amazon
AMZN
+$450K

Top Sells

1
+$1.07M
2
+$1.06M
3
+$473K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$412K
5
PM icon
Philip Morris
PM
+$251K

Sector Composition

1 Technology 19.81%
2 Financials 10.66%
3 Consumer Discretionary 7.47%
4 Communication Services 7.31%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
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1102
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1103
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1104
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1107
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1108
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1109
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1110
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1111
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1112
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1115
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1117
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1120
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1121
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1122
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1123
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1124
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1125
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-1,341
43 44
45
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