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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$899K 0.22%
1,717
+761
102
$891K 0.22%
4,211
+4,068
103
$862K 0.21%
2,160
-2
104
$858K 0.21%
5,583
+72
105
$850K 0.21%
9,120
+4,360
106
$830K 0.2%
5,935
+778
107
$820K 0.2%
4,799
+3
108
$811K 0.2%
5,555
+3,573
109
$806K 0.2%
34,634
+3,407
110
$795K 0.19%
1,780
+485
111
$794K 0.19%
12,577
-750
112
$787K 0.19%
4,900
+236
113
$777K 0.19%
9,029
+22
114
$766K 0.19%
17,294
+4,124
115
$756K 0.18%
7,247
-257
116
$756K 0.18%
7,661
+289
117
$742K 0.18%
2,756
+87
118
$739K 0.18%
2,853
+1,061
119
$734K 0.18%
23,684
+13,628
120
$729K 0.18%
23,516
+766
121
$722K 0.18%
3,658
+2,975
122
$716K 0.17%
3,579
+9
123
$714K 0.17%
28,180
+763
124
$714K 0.17%
10,540
+349
125
$705K 0.17%
12,592
-231
3 4
5
6 7