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
$177M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,450
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$745K
3
+$688K
4
ADSK icon
Autodesk
ADSK
+$489K
5
MSFT icon
Microsoft
MSFT
+$466K

Top Sells

1
+$1.22M
2
+$1.13M
3
+$506K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$412K
5
PM icon
Philip Morris
PM
+$267K

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
101
$410K 0.23%
6,424
102
$401K 0.23%
1,131
+53
103
$398K 0.23%
5,838
-20
104
$393K 0.22%
1,003
+63
105
$384K 0.22%
1,903
+3
106
$383K 0.22%
1,251
+137
107
$378K 0.21%
6,095
+5,490
108
$374K 0.21%
1,477
109
$370K 0.21%
1,039
-27
110
$368K 0.21%
2,244
+905
111
$368K 0.21%
5,420
+390
112
$364K 0.21%
2,153
+63
113
$359K 0.2%
5,542
+223
114
$358K 0.2%
10,258
+457
115
$356K 0.2%
3,863
-996
116
$355K 0.2%
5,739
+653
117
$346K 0.2%
476
+136
118
$345K 0.2%
1,002
+2
119
$343K 0.19%
2,482
120
$339K 0.19%
15,558
+209
121
$338K 0.19%
3,838
+929
122
$337K 0.19%
2,533
123
$333K 0.19%
2,723
+2,603
124
$332K 0.19%
3,863
+2,763
125
$329K 0.19%
2,440
+16
3 4
5
6 7