FFA
Founders Financial Alliance Portfolio holdings
AUM $413M
AUM
$413M
AUM Growth
+$48.9M (+13%)
Cap. Flow
+$62.7M
Cap. Flow % of AUM
15.19%
Top 10 Holdings %Top 10 Hldgs %
25.86%
Holding
657
New
81
Increased
308
Reduced
92
Closed
42
Top Buys
| 1 | $3.81M | |
| 2 | $3.5M | |
| 3 | $2.94M | |
| 4 | $2.78M | |
| 5 | $2.21M |
Top Sells
| 1 | $780K | |
| 2 | $545K | |
| 3 | $531K | |
| 4 | $283K | |
| 5 | $246K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $425K | 0.1% | 5,544 +29 | +0.5% | +$2.23K | |||
| $423K | 0.1% | 781 -252 | -24% | -$137K | |||
| $421K | 0.1% | 868 | New | +$421K | |||
| $420K | 0.1% | 1,339 +1 | +0.1% | +$313 | |||
| $420K | 0.1% | 11,612 +11,535 | +14,981% | +$417K | |||
| $414K | 0.1% | 1,111 | New | +$414K | |||
| $408K | 0.1% | 8,883 | – | – | |||
| $407K | 0.1% | 511 | New | +$407K | |||
| $402K | 0.1% | 1,476 +690 | +88% | +$188K | |||
| $399K | 0.1% | 8,953 +387 | +5% | +$17.3K | |||
| $398K | 0.1% | 18,972 +630 | +3% | +$13.2K | |||
| $398K | 0.1% | 9,616 +102 | +1% | +$4.22K | |||
| $390K | 0.09% | 787 | New | +$390K | |||
| $389K | 0.09% | 8,443 +1,160 | +16% | +$53.4K | |||
| $388K | 0.09% | 3,523 | – | – | |||
| $385K | 0.09% | 702 +26 | +4% | +$14.2K | |||
| $382K | 0.09% | 12,981 +1,098 | +9% | +$32.3K | |||
| $381K | 0.09% | 1,572 +287 | +22% | +$69.5K | |||
| $378K | 0.09% | 3,237 +1,349 | +71% | +$157K | |||
| $375K | 0.09% | 10,960 -1,600 | -13% | -$54.8K | |||
| $375K | 0.09% | 5,913 -18 | -0.3% | -$1.14K | |||
| $374K | 0.09% | 680 | New | +$374K | |||
| $363K | 0.09% | 2,576 +45 | +2% | +$6.34K | |||
| $353K | 0.09% | 29,542 +326 | +1% | +$3.9K | |||
| $352K | 0.09% | 71,907 +7,020 | +11% | +$34.3K |
