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
$196M
AUM Growth
-$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.21M
3
+$1.7M
4
PM icon
Philip Morris
PM
+$1.59M
5
ABBV icon
AbbVie
ABBV
+$1.37M

Top Sells

1
+$2.68M
2
+$1.56M
3
+$1.5M
4
O icon
Realty Income
O
+$1.08M
5
SCHW icon
Charles Schwab
SCHW
+$971K

Sector Composition

1 Technology 18.43%
2 Financials 10.44%
3 Healthcare 7.91%
4 Consumer Discretionary 6.46%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$210K 0.11%
1,163
+67
202
$208K 0.11%
2,964
-1,883
203
$208K 0.11%
5,459
+1,001
204
$207K 0.11%
+729
205
$204K 0.1%
8,592
+71
206
$202K 0.1%
+764
207
$199K 0.1%
16,775
+298
208
$191K 0.1%
+5,970
209
$191K 0.1%
622
+426
210
$187K 0.1%
4,846
+3,286
211
$187K 0.1%
5,127
-2,120
212
$182K 0.09%
1,427
213
$181K 0.09%
1,975
-298
214
$178K 0.09%
5,173
+5,014
215
$176K 0.09%
15,733
+2,639
216
$175K 0.09%
2,576
217
$175K 0.09%
886
+68
218
$171K 0.09%
4,531
-222
219
$169K 0.09%
+14,218
220
$167K 0.09%
1,375
-1,667
221
$165K 0.08%
1,569
-5,492
222
$164K 0.08%
1,000
-1,253
223
$160K 0.08%
+1,748
224
$159K 0.08%
1,430
+322
225
$159K 0.08%
2,236
-206
7 8
9
10 11