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
$254M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.53M
3
+$2.56M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
HON icon
Honeywell
HON
+$1.48M

Top Sells

1
+$2.99M
2
+$2.48M
3
+$567K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$396K
5
FE icon
FirstEnergy
FE
+$217K

Sector Composition

1 Technology 22.64%
2 Financials 9.09%
3 Healthcare 6.97%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$316K 0.12%
1,494
+415
177
$315K 0.12%
6,718
+12
178
$313K 0.12%
6,881
+1,736
179
$313K 0.12%
+6,480
180
$313K 0.12%
1,597
+157
181
$310K 0.12%
3,556
+33
182
$310K 0.12%
1,513
+316
183
$309K 0.12%
+1,680
184
$306K 0.12%
1,775
+315
185
$304K 0.12%
25,408
+4,020
186
$304K 0.12%
3,442
+84
187
$303K 0.12%
5,821
+4,466
188
$303K 0.12%
4,148
+880
189
$302K 0.12%
+26,406
190
$299K 0.12%
2,744
+807
191
$297K 0.12%
1,874
+292
192
$293K 0.12%
11,567
+62
193
$293K 0.12%
1,959
+1,300
194
$293K 0.12%
3,325
+313
195
$288K 0.11%
+1,883
196
$285K 0.11%
1,295
+657
197
$284K 0.11%
6,027
+352
198
$283K 0.11%
+2,245
199
$283K 0.11%
2,212
+66
200
$281K 0.11%
+3,668
6 7
8
9 10