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
151
$585K 0.14%
4,407
-198
152
$580K 0.14%
6,075
+2,910
153
$579K 0.14%
2,659
+260
154
$575K 0.14%
937
+247
155
$574K 0.14%
5,487
+790
156
$568K 0.14%
9,788
+1,877
157
$561K 0.14%
4,697
+23
158
$555K 0.13%
1,192
+15
159
$542K 0.13%
3,022
+1
160
$539K 0.13%
+20,900
161
$537K 0.13%
32,313
-8,072
162
$537K 0.13%
3,147
+1,099
163
$534K 0.13%
1,682
164
$530K 0.13%
9,064
+2,266
165
$517K 0.13%
15,293
+346
166
$505K 0.12%
8,286
-95
167
$505K 0.12%
7,116
+987
168
$504K 0.12%
44,008
-5,953
169
$503K 0.12%
1,648
+125
170
$502K 0.12%
6,246
+49
171
$501K 0.12%
4,772
+226
172
$500K 0.12%
11,048
+5,254
173
$499K 0.12%
1,628
-4
174
$491K 0.12%
1,577
+42
175
$490K 0.12%
1,569
+574
5 6
7
8 9