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
$203M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$518K
3
+$480K
4
CVX icon
Chevron
CVX
+$436K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$396K

Top Sells

1
+$739K
2
+$247K
3
+$232K
4
CRM icon
Salesforce
CRM
+$219K
5
FCX icon
Freeport-McMoran
FCX
+$210K

Sector Composition

1 Technology 17.65%
2 Financials 12.23%
3 Consumer Discretionary 7.02%
4 Communication Services 6.92%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$230K 0.11%
5,333
-100
202
$230K 0.11%
1,508
-210
203
$229K 0.11%
+504
204
$229K 0.11%
3,785
-215
205
$228K 0.11%
+2,758
206
$224K 0.11%
2,387
-147
207
$223K 0.11%
3,221
-463
208
$221K 0.11%
+1,585
209
$220K 0.11%
951
-109
210
$218K 0.11%
+3,456
211
$217K 0.11%
+1,680
212
$215K 0.11%
+3,977
213
$212K 0.1%
2,811
+481
214
$211K 0.1%
+8,313
215
$210K 0.1%
4,749
+1,281
216
$203K 0.1%
+3,832
217
$202K 0.1%
3,489
218
$201K 0.1%
1,195
+116
219
$198K 0.1%
3,328
+2,483
220
$198K 0.1%
1,927
-91
221
$197K 0.1%
1,040
-22
222
$195K 0.1%
9,015
+4,724
223
$194K 0.1%
3,864
-739
224
$191K 0.09%
988
-137
225
$189K 0.09%
11,614
+127
7 8
9
10 11