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
$196M
AUM Growth
-$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.21M
3
+$1.7M
4
PM icon
Philip Morris
PM
+$1.59M
5
ABBV icon
AbbVie
ABBV
+$1.37M

Top Sells

1
+$2.68M
2
+$1.56M
3
+$1.5M
4
O icon
Realty Income
O
+$1.08M
5
SCHW icon
Charles Schwab
SCHW
+$971K

Sector Composition

1 Technology 18.43%
2 Financials 10.44%
3 Healthcare 7.91%
4 Consumer Discretionary 6.46%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$358K 0.18%
8,725
+25
127
$355K 0.18%
+2,461
128
$352K 0.18%
1,557
+130
129
$350K 0.18%
11,039
-3,716
130
$347K 0.18%
20,235
+4,582
131
$343K 0.17%
+1,497
132
$341K 0.17%
5,577
-669
133
$340K 0.17%
1,746
-895
134
$327K 0.17%
33,812
-1,561
135
$326K 0.17%
4,794
-205
136
$326K 0.17%
+2,952
137
$324K 0.16%
+28,206
138
$323K 0.16%
4,412
+501
139
$320K 0.16%
18,300
-80
140
$315K 0.16%
11,834
+3,164
141
$315K 0.16%
1,514
+584
142
$315K 0.16%
14,211
-2,046
143
$314K 0.16%
7,071
+4
144
$311K 0.16%
+9,935
145
$309K 0.16%
915
146
$309K 0.16%
609
+143
147
$305K 0.16%
+2,954
148
$303K 0.15%
7,539
-11,645
149
$301K 0.15%
2,085
+41
150
$301K 0.15%
10,499
+1,576
4 5
6
7 8