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
$254M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.53M
3
+$2.56M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
HON icon
Honeywell
HON
+$1.48M

Top Sells

1
+$2.99M
2
+$2.48M
3
+$567K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$396K
5
FE icon
FirstEnergy
FE
+$217K

Sector Composition

1 Technology 22.64%
2 Financials 9.09%
3 Healthcare 6.97%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$433K 0.17%
1,403
+443
127
$431K 0.17%
10,617
+5
128
$430K 0.17%
12,598
+1,811
129
$429K 0.17%
6,680
+740
130
$428K 0.17%
2,916
+227
131
$427K 0.17%
2,461
132
$421K 0.17%
4,224
+2,390
133
$420K 0.17%
1,303
+295
134
$418K 0.16%
605
+29
135
$416K 0.16%
7,955
+3,855
136
$416K 0.16%
+2,386
137
$414K 0.16%
4,885
+1,512
138
$414K 0.16%
10,079
+2,191
139
$413K 0.16%
5,650
+1,874
140
$413K 0.16%
2,943
+60
141
$410K 0.16%
4,067
+802
142
$410K 0.16%
8,901
+239
143
$408K 0.16%
1,362
+182
144
$407K 0.16%
3,793
+692
145
$400K 0.16%
3,626
+294
146
$398K 0.16%
23,119
-4,791
147
$382K 0.15%
+3,578
148
$381K 0.15%
34,053
+190
149
$381K 0.15%
1,861
+203
150
$375K 0.15%
4,033
-2
4 5
6
7 8