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
$254M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.53M
3
+$2.56M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
HON icon
Honeywell
HON
+$1.48M

Top Sells

1
+$2.99M
2
+$2.48M
3
+$567K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$396K
5
FE icon
FirstEnergy
FE
+$217K

Sector Composition

1 Technology 22.64%
2 Financials 9.09%
3 Healthcare 6.97%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$281K 0.11%
4,208
+1,009
202
$280K 0.11%
+22,017
203
$279K 0.11%
22,225
+1,551
204
$278K 0.11%
+1,922
205
$274K 0.11%
+5,767
206
$266K 0.1%
+1,264
207
$266K 0.1%
+656
208
$266K 0.1%
2,186
+2
209
$265K 0.1%
930
+70
210
$264K 0.1%
578
+38
211
$262K 0.1%
5,280
+696
212
$258K 0.1%
782
+18
213
$257K 0.1%
1,210
+208
214
$253K 0.1%
+1,013
215
$253K 0.1%
1,038
+154
216
$252K 0.1%
10,070
217
$251K 0.1%
12,329
+11,303
218
$251K 0.1%
1,539
+85
219
$251K 0.1%
2,211
-179
220
$249K 0.1%
2,182
+386
221
$248K 0.1%
8,023
+1,827
222
$248K 0.1%
+2,119
223
$244K 0.1%
+337
224
$241K 0.09%
+543
225
$240K 0.09%
4,895
+2,123
7 8
9
10 11