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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$704K 0.17%
31,786
+4,121
127
$704K 0.17%
2,722
+1,303
128
$703K 0.17%
55,430
+2,640
129
$695K 0.17%
11,624
+737
130
$695K 0.17%
2,939
+438
131
$693K 0.17%
2,833
+147
132
$690K 0.17%
14,711
-2,566
133
$690K 0.17%
2,396
+57
134
$690K 0.17%
17,463
+1,138
135
$689K 0.17%
8,323
-103
136
$685K 0.17%
37,163
+4,048
137
$660K 0.16%
3,754
-124
138
$643K 0.16%
3,046
-69
139
$641K 0.16%
5,826
+697
140
$637K 0.15%
51,469
+3,262
141
$619K 0.15%
1,613
+135
142
$612K 0.15%
3,810
+716
143
$610K 0.15%
8,068
+707
144
$607K 0.15%
2,059
+1,120
145
$606K 0.15%
+5,990
146
$603K 0.15%
102,375
+13,427
147
$603K 0.15%
3,531
+2,237
148
$595K 0.14%
20,857
+126
149
$586K 0.14%
2,230
+1,219
150
$585K 0.14%
3,256
+799
4 5
6
7 8