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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$402K 0.12%
+12,560
177
$401K 0.12%
6,480
178
$393K 0.12%
941
-52
179
$392K 0.12%
2,530
+110
180
$387K 0.12%
6,295
+130
181
$385K 0.12%
7,103
+275
182
$385K 0.12%
6,617
+1,358
183
$383K 0.11%
8,831
-6,273
184
$383K 0.11%
1,533
-26
185
$382K 0.11%
6,681
-37
186
$377K 0.11%
25,198
+883
187
$376K 0.11%
1,504
+177
188
$366K 0.11%
3,523
189
$364K 0.11%
12,489
-269
190
$362K 0.11%
31,887
+202
191
$361K 0.11%
4,320
+101
192
$356K 0.11%
25,254
-1,152
193
$352K 0.11%
3,475
-1,132
194
$352K 0.11%
5,936
+888
195
$346K 0.1%
4,735
+904
196
$346K 0.1%
+1,167
197
$342K 0.1%
6,084
+39
198
$340K 0.1%
2,763
+10
199
$336K 0.1%
1,724
-144
200
$331K 0.1%
+13,635
6 7
8
9 10