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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.28M
3
+$4.7M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.66M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.03M

Top Sells

1
+$577K
2
+$571K
3
+$498K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$462K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 19.97%
2 Financials 8.8%
3 Consumer Discretionary 5.23%
4 Healthcare 4.94%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$329K 0.1%
1,027
-1,169
202
$329K 0.1%
687
+84
203
$321K 0.1%
385
-134
204
$318K 0.1%
9,184
-2,639
205
$315K 0.09%
3,216
+1,103
206
$312K 0.09%
+5,811
207
$310K 0.09%
4,062
208
$306K 0.09%
3,258
-5
209
$305K 0.09%
2,453
210
$304K 0.09%
1,728
-763
211
$300K 0.09%
2,138
+81
212
$296K 0.09%
13,693
+1,805
213
$291K 0.09%
7,850
+164
214
$281K 0.08%
+9,000
215
$280K 0.08%
2,389
-45
216
$277K 0.08%
6,623
-2,502
217
$274K 0.08%
+9,080
218
$271K 0.08%
19,436
+800
219
$270K 0.08%
520
-63
220
$262K 0.08%
2,275
+1,214
221
$262K 0.08%
1,602
+59
222
$259K 0.08%
6,038
-2,221
223
$255K 0.08%
1,889
-34
224
$255K 0.08%
3,493
-102
225
$254K 0.08%
36,920
+1,145
7 8
9
10 11