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
$203M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$518K
3
+$480K
4
CVX icon
Chevron
CVX
+$436K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$396K

Top Sells

1
+$739K
2
+$247K
3
+$232K
4
CRM icon
Salesforce
CRM
+$219K
5
FCX icon
Freeport-McMoran
FCX
+$210K

Sector Composition

1 Technology 17.65%
2 Financials 12.23%
3 Consumer Discretionary 7.02%
4 Communication Services 6.92%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$270K 0.13%
+7,306
177
$268K 0.13%
2,461
+1,377
178
$266K 0.13%
5,631
+245
179
$265K 0.13%
1,017
+17
180
$263K 0.13%
3,109
-546
181
$260K 0.13%
9,886
-616
182
$258K 0.13%
3,138
-269
183
$256K 0.13%
+3,935
184
$253K 0.12%
+3,637
185
$251K 0.12%
8,408
-5,178
186
$247K 0.12%
4,409
-556
187
$247K 0.12%
2,967
-224
188
$246K 0.12%
+18,270
189
$245K 0.12%
2,813
+726
190
$243K 0.12%
4,102
+2,172
191
$242K 0.12%
2,298
-186
192
$241K 0.12%
5,617
+15
193
$241K 0.12%
1,020
+20
194
$240K 0.12%
1,794
-181
195
$240K 0.12%
4,683
+15
196
$237K 0.12%
3,900
-39
197
$235K 0.12%
1,442
+239
198
$232K 0.11%
+2,021
199
$232K 0.11%
1,362
+2
200
$231K 0.11%
2,419
6 7
8
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