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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$488K 0.12%
9,888
+26
177
$488K 0.12%
960
+218
178
$486K 0.12%
262
+150
179
$485K 0.12%
+1,808
180
$484K 0.12%
512
+137
181
$480K 0.12%
1,935
+107
182
$479K 0.12%
2,332
+496
183
$479K 0.12%
35,709
-933
184
$478K 0.12%
41,104
+3,609
185
$475K 0.12%
2,140
+24
186
$473K 0.11%
+5,903
187
$470K 0.11%
2,987
-393
188
$464K 0.11%
4,228
+289
189
$461K 0.11%
6,421
-514
190
$454K 0.11%
886
+46
191
$452K 0.11%
3,240
+190
192
$450K 0.11%
5,290
-17
193
$446K 0.11%
63,494
+4,852
194
$438K 0.11%
6,664
+27
195
$438K 0.11%
15,460
-3,000
196
$437K 0.11%
6,539
+31
197
$434K 0.11%
3,587
+3
198
$434K 0.11%
2,461
199
$432K 0.1%
8,002
+293
200
$432K 0.1%
8,078
+84
6 7
8
9 10