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
$196M
AUM Growth
-$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.21M
3
+$1.7M
4
PM icon
Philip Morris
PM
+$1.59M
5
ABBV icon
AbbVie
ABBV
+$1.37M

Top Sells

1
+$2.68M
2
+$1.56M
3
+$1.5M
4
O icon
Realty Income
O
+$1.08M
5
SCHW icon
Charles Schwab
SCHW
+$971K

Sector Composition

1 Technology 18.43%
2 Financials 10.44%
3 Healthcare 7.91%
4 Consumer Discretionary 6.46%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$252K 0.13%
556
-63
177
$250K 0.13%
6,838
178
$250K 0.13%
+3,523
179
$249K 0.13%
1,327
+114
180
$244K 0.12%
1,067
+71
181
$243K 0.12%
+6,799
182
$242K 0.12%
+6,276
183
$241K 0.12%
18,286
+419
184
$240K 0.12%
+1,621
185
$236K 0.12%
3,832
186
$234K 0.12%
1,680
187
$229K 0.12%
1,920
-146
188
$228K 0.12%
2,466
+206
189
$224K 0.11%
+6,060
190
$224K 0.11%
3,263
+546
191
$221K 0.11%
5,692
+320
192
$220K 0.11%
19,908
-2,501
193
$220K 0.11%
+4,142
194
$218K 0.11%
+2,036
195
$217K 0.11%
4,883
-235
196
$217K 0.11%
+9,324
197
$215K 0.11%
457
-247
198
$211K 0.11%
2,653
-99
199
$211K 0.11%
+2,572
200
$211K 0.11%
+3,398
6 7
8
9 10