FFA
Founders Financial Alliance Portfolio holdings
AUM
$440M
This Quarter Return
+14.19%
1 Year Return
+17.59%
3 Year Return
+71.23%
5 Year Return
+124.34%
10 Year Return
–
AUM
$177M
AUM Growth
+$177M
(+5.7%)
Cap. Flow
-$4.86M
Cap. Flow
% of AUM
-2.75%
Top 10 Holdings %
Top 10 Hldgs %
29.19%
Holding
1,450
New
23
Increased
219
Reduced
49
Closed
1,035
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$1.35M |
| 2 |
Comcast
CMCSA
|
$749K |
| 3 |
UnitedHealth
UNH
|
$745K |
| 4 |
Apple
AAPL
|
$688K |
| 5 |
Rollins
ROL
|
$493K |
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
$1.22M |
| 2 |
iShares Select Dividend ETF
DVY
|
$1.13M |
| 3 |
WisdomTree US MidCap Dividend Fund
DON
|
$506K |
| 4 |
Vanguard S&P Small-Cap 600 Value ETF
VIOV
|
$412K |
| 5 |
Philip Morris
PM
|
$267K |
Sector Composition
| 1 | Technology | 19.81% |
| 2 | Financials | 10.66% |
| 3 | Consumer Discretionary | 7.47% |
| 4 | Communication Services | 7.31% |
| 5 | Consumer Staples | 6.85% |
