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
$413M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.5M
3
+$2.94M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.78M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$2.21M

Top Sells

1
+$780K
2
+$545K
3
+$531K
4
TTD icon
Trade Desk
TTD
+$303K
5
AAPL icon
Apple
AAPL
+$283K

Sector Composition

1 Technology 19.25%
2 Financials 10.03%
3 Consumer Discretionary 5.61%
4 Industrials 4.55%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$425K 0.1%
5,544
+29
202
$423K 0.1%
781
-252
203
$421K 0.1%
+868
204
$420K 0.1%
1,339
+1
205
$420K 0.1%
11,612
+11,535
206
$414K 0.1%
+1,111
207
$408K 0.1%
8,883
208
$407K 0.1%
+511
209
$402K 0.1%
1,476
+690
210
$399K 0.1%
8,953
+387
211
$398K 0.1%
18,972
+630
212
$398K 0.1%
9,616
+102
213
$390K 0.09%
+787
214
$389K 0.09%
8,443
+1,160
215
$388K 0.09%
3,523
216
$385K 0.09%
702
+26
217
$382K 0.09%
12,981
+1,098
218
$381K 0.09%
1,572
+287
219
$378K 0.09%
3,237
+1,349
220
$375K 0.09%
10,960
-1,600
221
$375K 0.09%
5,913
-18
222
$374K 0.09%
+680
223
$363K 0.09%
2,576
+45
224
$353K 0.09%
29,542
+326
225
$352K 0.09%
71,907
+7,020
7 8
9
10 11