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
151
$470K 0.14%
2,291
-57
152
$468K 0.14%
2,689
+230
153
$465K 0.14%
4,088
+544
154
$465K 0.14%
12,841
-19
155
$465K 0.14%
12,531
+142
156
$451K 0.14%
3,921
+1,423
157
$445K 0.13%
6,631
+34
158
$444K 0.13%
3,581
+1
159
$442K 0.13%
2,461
160
$437K 0.13%
3,853
-48
161
$436K 0.13%
2,114
+543
162
$430K 0.13%
1,680
163
$428K 0.13%
888
-29
164
$422K 0.13%
10,833
-352
165
$422K 0.13%
+1,432
166
$422K 0.13%
10,181
+7
167
$421K 0.13%
21,825
+2,491
168
$421K 0.13%
988
-252
169
$419K 0.13%
22,819
-815
170
$418K 0.13%
+2,428
171
$414K 0.12%
6,552
-585
172
$413K 0.12%
8,010
+436
173
$413K 0.12%
+13,049
174
$405K 0.12%
2,045
+2
175
$404K 0.12%
6,972
-218
5 6
7
8 9