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
$225M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$486K
3
+$448K
4
SLV icon
iShares Silver Trust
SLV
+$428K
5
WMB icon
Williams Companies
WMB
+$342K

Top Sells

1
+$1.42M
2
+$889K
3
+$661K
4
AVGO icon
Broadcom
AVGO
+$611K
5
STX icon
Seagate
STX
+$603K

Sector Composition

1 Technology 20.7%
2 Financials 10.71%
3 Healthcare 6.68%
4 Consumer Staples 6.56%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$315K 0.14%
1,324
+15
152
$314K 0.14%
3,523
153
$314K 0.14%
983
-19
154
$314K 0.14%
3,012
155
$307K 0.14%
5,632
156
$299K 0.13%
2,953
+13
157
$294K 0.13%
6,838
158
$292K 0.13%
+6,360
159
$285K 0.13%
1,070
-109
160
$284K 0.13%
2,217
+13
161
$284K 0.13%
+1,910
162
$283K 0.13%
1,350
163
$275K 0.12%
5,170
+14
164
$274K 0.12%
1,097
-101
165
$272K 0.12%
2,469
166
$272K 0.12%
2,208
-101
167
$269K 0.12%
9,543
+5,079
168
$267K 0.12%
10,738
-140
169
$266K 0.12%
5,363
+70
170
$264K 0.12%
1,016
-3
171
$264K 0.12%
1,928
-63
172
$263K 0.12%
3,832
173
$261K 0.12%
2,099
174
$259K 0.12%
5,636
-253
175
$258K 0.11%
5,756
5 6
7
8 9