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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$720K 0.22%
2,156
-4
102
$717K 0.22%
14,581
+17
103
$716K 0.21%
1,418
-186
104
$706K 0.21%
2,484
+70
105
$669K 0.2%
37,355
-13,579
106
$669K 0.2%
11,012
+3,447
107
$664K 0.2%
28,144
+726
108
$663K 0.2%
+44,650
109
$638K 0.19%
5,080
+110
110
$630K 0.19%
+70,595
111
$629K 0.19%
3,259
-370
112
$624K 0.19%
3,863
+2,335
113
$622K 0.19%
2,530
+769
114
$613K 0.18%
4,379
+17
115
$591K 0.18%
2,594
+150
116
$586K 0.18%
+9,958
117
$584K 0.18%
+22,986
118
$583K 0.17%
+27,987
119
$566K 0.17%
10,471
+874
120
$562K 0.17%
20,895
+60
121
$554K 0.17%
+49,656
122
$554K 0.17%
7,462
+808
123
$546K 0.16%
1,175
+146
124
$545K 0.16%
12,343
-3,204
125
$544K 0.16%
28,681
+14,663
3 4
5
6 7