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
$225M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$486K
3
+$448K
4
SLV icon
iShares Silver Trust
SLV
+$428K
5
WMB icon
Williams Companies
WMB
+$342K

Top Sells

1
+$1.42M
2
+$889K
3
+$661K
4
AVGO icon
Broadcom
AVGO
+$611K
5
STX icon
Seagate
STX
+$603K

Sector Composition

1 Technology 20.7%
2 Financials 10.71%
3 Healthcare 6.68%
4 Consumer Staples 6.56%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$254K 0.11%
5,905
+373
177
$252K 0.11%
1,680
178
$251K 0.11%
3,051
+5
179
$251K 0.11%
1,357
+33
180
$249K 0.11%
5,073
+12
181
$244K 0.11%
1,860
-8
182
$244K 0.11%
8,333
-1,978
183
$240K 0.11%
5,194
184
$238K 0.11%
3,789
-194
185
$238K 0.11%
1,474
+4
186
$237K 0.11%
5,333
-13,091
187
$237K 0.11%
2,328
-177
188
$235K 0.1%
16,524
-477
189
$235K 0.1%
2,505
190
$233K 0.1%
1,733
-607
191
$232K 0.1%
+2,573
192
$227K 0.1%
2,201
+260
193
$227K 0.1%
634
-10
194
$226K 0.1%
670
195
$222K 0.1%
2,931
-360
196
$222K 0.1%
886
197
$222K 0.1%
2,716
-149
198
$220K 0.1%
3,899
-234
199
$218K 0.1%
3,412
200
$217K 0.1%
1,744
+342
6 7
8
9 10