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
$196M
AUM Growth
-$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.21M
3
+$1.7M
4
PM icon
Philip Morris
PM
+$1.59M
5
ABBV icon
AbbVie
ABBV
+$1.37M

Top Sells

1
+$2.68M
2
+$1.56M
3
+$1.5M
4
O icon
Realty Income
O
+$1.08M
5
SCHW icon
Charles Schwab
SCHW
+$971K

Sector Composition

1 Technology 18.43%
2 Financials 10.44%
3 Healthcare 7.91%
4 Consumer Discretionary 6.46%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$468K 0.24%
992
-3,179
102
$466K 0.24%
12,820
-1,785
103
$461K 0.23%
27,697
+2,154
104
$443K 0.23%
2,072
-906
105
$437K 0.22%
4,601
-371
106
$429K 0.22%
1,559
+148
107
$427K 0.22%
+9,720
108
$416K 0.21%
7,521
+4
109
$415K 0.21%
11,197
+2,227
110
$413K 0.21%
7,835
-1,086
111
$411K 0.21%
2,653
+357
112
$410K 0.21%
1,062
-997
113
$409K 0.21%
7,982
114
$398K 0.2%
9,549
+949
115
$394K 0.2%
+10,149
116
$394K 0.2%
2,393
+992
117
$386K 0.2%
5,184
+5,010
118
$383K 0.19%
1,698
+336
119
$380K 0.19%
7,646
+2,007
120
$378K 0.19%
4,263
121
$375K 0.19%
1,228
+314
122
$370K 0.19%
8,598
-1,315
123
$366K 0.19%
8,355
-100
124
$363K 0.18%
5,837
-10
125
$362K 0.18%
5,480
+109
3 4
5
6 7