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
$203M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$518K
3
+$480K
4
CVX icon
Chevron
CVX
+$436K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$396K

Top Sells

1
+$739K
2
+$247K
3
+$232K
4
CRM icon
Salesforce
CRM
+$219K
5
FCX icon
Freeport-McMoran
FCX
+$210K

Sector Composition

1 Technology 17.65%
2 Financials 12.23%
3 Consumer Discretionary 7.02%
4 Communication Services 6.92%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$452K 0.22%
1,176
+45
102
$449K 0.22%
11,714
+484
103
$443K 0.22%
6,859
+1,564
104
$443K 0.22%
7,705
+929
105
$442K 0.22%
2,272
+119
106
$439K 0.22%
3,980
+117
107
$438K 0.22%
24,256
+10,870
108
$431K 0.21%
6,424
109
$429K 0.21%
7,996
-15
110
$420K 0.21%
1,874
+420
111
$417K 0.21%
5,472
-366
112
$415K 0.2%
5,418
-20
113
$411K 0.2%
5,253
-842
114
$405K 0.2%
2,371
+2,151
115
$404K 0.2%
5,389
-153
116
$401K 0.2%
3,720
-800
117
$400K 0.2%
3,850
+35
118
$399K 0.2%
2,808
+252
119
$396K 0.2%
+8,415
120
$395K 0.19%
915
-88
121
$393K 0.19%
3,189
+797
122
$382K 0.19%
1,471
-6
123
$381K 0.19%
1,028
+26
124
$370K 0.18%
3,572
-1,399
125
$370K 0.18%
5,148
-272
3 4
5
6 7