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
$225M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$486K
3
+$448K
4
SLV icon
iShares Silver Trust
SLV
+$428K
5
WMB icon
Williams Companies
WMB
+$342K

Top Sells

1
+$1.42M
2
+$889K
3
+$661K
4
AVGO icon
Broadcom
AVGO
+$611K
5
STX icon
Seagate
STX
+$603K

Sector Composition

1 Technology 20.7%
2 Financials 10.71%
3 Healthcare 6.68%
4 Consumer Staples 6.56%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$399K 0.18%
4,263
-76
127
$396K 0.18%
965
+30
128
$395K 0.18%
9,329
+174
129
$394K 0.18%
1,628
-4
130
$386K 0.17%
3,747
-1,499
131
$383K 0.17%
3,573
+1
132
$379K 0.17%
2,055
-34
133
$377K 0.17%
7,064
+152
134
$371K 0.16%
20,557
+559
135
$370K 0.16%
3,335
-869
136
$370K 0.16%
14,067
+330
137
$366K 0.16%
6,480
138
$364K 0.16%
7,507
-37
139
$360K 0.16%
1,581
140
$357K 0.16%
3,314
+218
141
$344K 0.15%
16,257
+182
142
$343K 0.15%
1,039
+1
143
$342K 0.15%
+10,245
144
$337K 0.15%
1,800
-14
145
$331K 0.15%
4,564
+1,608
146
$323K 0.14%
6,776
+1,039
147
$323K 0.14%
2,034
-462
148
$317K 0.14%
1,687
149
$316K 0.14%
+1,751
150
$315K 0.14%
3,500
4 5
6
7 8