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
151
$372K 0.15%
17,800
152
$372K 0.15%
9,134
+5,353
153
$370K 0.15%
4,552
-866
154
$369K 0.15%
4,967
+5
155
$366K 0.14%
+5,208
156
$365K 0.14%
2,045
+517
157
$364K 0.14%
+11,155
158
$362K 0.14%
4,006
+132
159
$355K 0.14%
1,615
+62
160
$355K 0.14%
3,640
+1,122
161
$352K 0.14%
23,769
+329
162
$342K 0.13%
12,524
+2,795
163
$342K 0.13%
5,023
-136
164
$341K 0.13%
2,079
+40
165
$339K 0.13%
7,954
+694
166
$338K 0.13%
8,439
+2,534
167
$332K 0.13%
3,484
+1,672
168
$331K 0.13%
9,298
+2,501
169
$330K 0.13%
632
+88
170
$324K 0.13%
609
+18
171
$322K 0.13%
+12,208
172
$321K 0.13%
725
+12
173
$321K 0.13%
2,322
+308
174
$317K 0.13%
7,719
+2
175
$317K 0.12%
2,463
5 6
7
8 9