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 | |
|---|---|---|---|---|---|---|---|
| $488K | 0.12% | 9,888 +26 | +0.3% | +$1.28K | |||
| $488K | 0.12% | 960 +218 | +29% | +$111K | |||
| $486K | 0.12% | 262 +150 | +134% | +$278K | |||
| $485K | 0.12% | 1,808 | New | +$485K | |||
| $484K | 0.12% | 512 +137 | +37% | +$130K | |||
| $480K | 0.12% | 1,935 +107 | +6% | +$26.5K | |||
| $479K | 0.12% | 2,332 +496 | +27% | +$102K | |||
| $479K | 0.12% | 35,709 -933 | -3% | -$12.5K | |||
| $478K | 0.12% | 41,104 +3,609 | +10% | +$42K | |||
| $475K | 0.12% | 2,140 +24 | +1% | +$5.33K | |||
| $473K | 0.11% | 5,903 | New | +$473K | |||
| $470K | 0.11% | 2,987 -393 | -12% | -$61.8K | |||
| $464K | 0.11% | 4,228 +289 | +7% | +$31.7K | |||
| $461K | 0.11% | 6,421 -514 | -7% | -$36.9K | |||
| $454K | 0.11% | 886 +46 | +5% | +$23.6K | |||
| $452K | 0.11% | 3,240 +190 | +6% | +$26.5K | |||
| $450K | 0.11% | 5,290 -17 | -0.3% | -$1.45K | |||
| $446K | 0.11% | 63,494 +4,852 | +8% | +$34.1K | |||
| $438K | 0.11% | 6,664 +27 | +0.4% | +$1.78K | |||
| $438K | 0.11% | 15,460 -3,000 | -16% | -$85K | |||
| $437K | 0.11% | 6,539 +31 | +0.5% | +$2.07K | |||
| $434K | 0.11% | 3,587 +3 | +0.1% | +$363 | |||
| $434K | 0.11% | 2,461 | – | – | |||
| $432K | 0.1% | 8,002 +293 | +4% | +$15.8K | |||
| $432K | 0.1% | 8,078 +84 | +1% | +$4.49K |
