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
$254M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.53M
3
+$2.56M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
HON icon
Honeywell
HON
+$1.48M

Top Sells

1
+$2.99M
2
+$2.48M
3
+$567K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$396K
5
FE icon
FirstEnergy
FE
+$217K

Sector Composition

1 Technology 22.64%
2 Financials 9.09%
3 Healthcare 6.97%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$566K 0.22%
3,144
+498
102
$561K 0.22%
9,387
-382
103
$523K 0.21%
2,696
+57
104
$519K 0.2%
4,896
+292
105
$510K 0.2%
11,794
+6,245
106
$506K 0.2%
8,192
+59
107
$499K 0.2%
2,941
+1,732
108
$497K 0.2%
2,863
-87
109
$497K 0.2%
7,358
+797
110
$495K 0.19%
4,776
+1,957
111
$490K 0.19%
19,137
+11,648
112
$480K 0.19%
7,505
+577
113
$479K 0.19%
7,532
+3
114
$479K 0.19%
9,717
+2,845
115
$478K 0.19%
1,215
+236
116
$475K 0.19%
14,209
-665
117
$474K 0.19%
+1,152
118
$467K 0.18%
12,568
+1,281
119
$461K 0.18%
10,470
+3,400
120
$456K 0.18%
+1,198
121
$455K 0.18%
7,538
+652
122
$454K 0.18%
2,258
-77
123
$447K 0.18%
1,549
+75
124
$443K 0.17%
5,056
+261
125
$436K 0.17%
3,995
-568
3 4
5
6 7