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
$203M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$518K
3
+$480K
4
CVX icon
Chevron
CVX
+$436K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$396K

Top Sells

1
+$739K
2
+$247K
3
+$232K
4
CRM icon
Salesforce
CRM
+$219K
5
FCX icon
Freeport-McMoran
FCX
+$210K

Sector Composition

1 Technology 17.65%
2 Financials 12.23%
3 Consumer Discretionary 7.02%
4 Communication Services 6.92%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$367K 0.18%
1,324
-355
127
$366K 0.18%
2,694
+254
128
$359K 0.18%
6,002
-272
129
$357K 0.18%
1,906
+3
130
$356K 0.18%
10,752
+3,030
131
$353K 0.17%
2,461
-21
132
$351K 0.17%
2,527
-6
133
$346K 0.17%
+3,671
134
$346K 0.17%
+3,330
135
$342K 0.17%
12,037
-64
136
$340K 0.17%
2,040
-67
137
$339K 0.17%
7,526
-70
138
$338K 0.17%
1,567
+111
139
$338K 0.17%
946
+191
140
$337K 0.17%
+903
141
$336K 0.17%
8,344
-1,914
142
$332K 0.16%
6,600
+377
143
$332K 0.16%
19,599
+5,241
144
$330K 0.16%
1,840
+414
145
$329K 0.16%
15,660
+102
146
$328K 0.16%
2,542
-181
147
$324K 0.16%
8,329
+1,101
148
$322K 0.16%
1,153
-81
149
$317K 0.16%
795
+148
150
$315K 0.16%
+10,700
4 5
6
7 8