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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$543K 0.16%
37,494
+5,441
127
$540K 0.16%
1,031
+293
128
$535K 0.16%
17,949
+2
129
$524K 0.16%
+18,210
130
$524K 0.16%
12,838
+1,480
131
$517K 0.16%
4,065
-438
132
$514K 0.15%
3,050
+2,000
133
$513K 0.15%
4,638
+732
134
$511K 0.15%
22,450
+4,650
135
$511K 0.15%
1,122
-4
136
$507K 0.15%
2,567
-168
137
$506K 0.15%
27,401
+2,151
138
$501K 0.15%
45,551
+2,024
139
$498K 0.15%
1,857
+832
140
$495K 0.15%
3,929
+246
141
$482K 0.14%
974
-1,155
142
$482K 0.14%
+54,853
143
$476K 0.14%
+3,433
144
$475K 0.14%
2,307
+338
145
$474K 0.14%
4,634
+7
146
$474K 0.14%
3,486
+125
147
$472K 0.14%
38,887
+1,200
148
$472K 0.14%
2,785
+1,548
149
$471K 0.14%
3,018
+52
150
$471K 0.14%
5,601
-13
4 5
6
7 8