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
$225M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$486K
3
+$448K
4
SLV icon
iShares Silver Trust
SLV
+$428K
5
WMB icon
Williams Companies
WMB
+$342K

Top Sells

1
+$1.42M
2
+$889K
3
+$661K
4
AVGO icon
Broadcom
AVGO
+$611K
5
STX icon
Seagate
STX
+$603K

Sector Composition

1 Technology 20.7%
2 Financials 10.71%
3 Healthcare 6.68%
4 Consumer Staples 6.56%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$215K 0.1%
+8,335
202
$213K 0.09%
1,712
-61
203
$212K 0.09%
7,639
-845
204
$209K 0.09%
1,327
-191
205
$209K 0.09%
11,502
+120
206
$207K 0.09%
995
+2
207
$205K 0.09%
1,910
+278
208
$203K 0.09%
894
-777
209
$200K 0.09%
338
-230
210
$194K 0.09%
9,885
+38
211
$193K 0.09%
2,431
-396
212
$192K 0.09%
1,994
+34
213
$192K 0.09%
2,021
+7
214
$190K 0.08%
3,487
+130
215
$189K 0.08%
1,871
216
$188K 0.08%
1,206
217
$186K 0.08%
1,741
-95
218
$186K 0.08%
3,489
219
$185K 0.08%
3,084
+720
220
$182K 0.08%
1,419
-196
221
$178K 0.08%
966
-20
222
$174K 0.08%
15,555
+3,183
223
$174K 0.08%
2,228
-748
224
$172K 0.08%
11,786
+100
225
$170K 0.08%
600
7 8
9
10 11