FFA
Founders Financial Alliance Portfolio holdings
AUM $413M
AUM
$413M
AUM Growth
+$48.9M (+13%)
Cap. Flow
+$62.7M
Cap. Flow % of AUM
15.19%
Top 10 Holdings %Top 10 Hldgs %
25.86%
Holding
657
New
81
Increased
308
Reduced
92
Closed
42
Top Buys
| 1 | $3.81M | |
| 2 | $3.5M | |
| 3 | $2.94M | |
| 4 | $2.78M | |
| 5 | $2.21M |
Top Sells
| 1 | $780K | |
| 2 | $545K | |
| 3 | $531K | |
| 4 | $283K | |
| 5 | $246K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $585K | 0.14% | 4,407 -198 | -4% | -$26.3K | |||
| $580K | 0.14% | 405 +194 | +92% | +$278K | |||
| $579K | 0.14% | 2,659 +260 | +11% | +$56.6K | |||
| $575K | 0.14% | 937 +247 | +36% | +$152K | |||
| $574K | 0.14% | 5,487 +790 | +17% | +$82.6K | |||
| $568K | 0.14% | 9,788 +1,877 | +24% | +$109K | |||
| $561K | 0.14% | 4,697 +23 | +0.5% | +$2.75K | |||
| $555K | 0.13% | 1,192 +15 | +1% | +$6.98K | |||
| $542K | 0.13% | 3,022 +1 | +0% | +$179 | |||
| $539K | 0.13% | 20,900 | New | +$539K | |||
| $537K | 0.13% | 32,313 -8,072 | -20% | -$134K | |||
| $537K | 0.13% | 3,147 +1,099 | +54% | +$187K | |||
| $534K | 0.13% | 1,682 | – | – | |||
| $530K | 0.13% | 9,064 +2,266 | +33% | +$133K | |||
| $517K | 0.13% | 15,293 +346 | +2% | +$11.7K | |||
| $505K | 0.12% | 8,286 -95 | -1% | -$5.79K | |||
| $505K | 0.12% | 7,116 +987 | +16% | +$70.1K | |||
| $504K | 0.12% | 44,008 -5,953 | -12% | -$68.2K | |||
| $503K | 0.12% | 1,648 +125 | +8% | +$38.2K | |||
| $502K | 0.12% | 6,246 +49 | +0.8% | +$3.94K | |||
| $501K | 0.12% | 4,772 +226 | +5% | +$23.7K | |||
| $500K | 0.12% | 11,048 +5,254 | +91% | +$238K | |||
| $499K | 0.12% | 1,628 -4 | -0.3% | -$1.23K | |||
| $491K | 0.12% | 1,577 +42 | +3% | +$13.1K | |||
| $490K | 0.12% | 1,569 +574 | +58% | +$179K |
