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
$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
1
$25.5M 10.04%
131,474
+27,028
2
$10.4M 4.11%
30,681
+6,387
3
$7.44M 2.93%
175,900
+83,380
4
$5.18M 2.04%
173,997
+49,131
5
$4.74M 1.87%
36,394
+7,164
6
$4.66M 1.84%
51,969
+4,904
7
$4.11M 1.62%
9,271
+388
8
$3.81M 1.5%
26,195
+4,165
9
$3.63M 1.43%
81,371
+1,474
10
$3.59M 1.41%
71,638
+12,079
11
$3.21M 1.27%
37,060
-210
12
$3.21M 1.26%
11,668
+5
13
$3.08M 1.21%
18,595
+4,483
14
$2.88M 1.14%
18,328
+5,209
15
$2.82M 1.11%
12,513
+1,979
16
$2.71M 1.07%
75,333
-970
17
$2.7M 1.06%
20,019
+502
18
$2.62M 1.03%
67,524
+65,878
19
$2.54M 1%
7,378
+335
20
$2.51M 0.99%
20,929
+1,760
21
$2.38M 0.94%
22,153
+12,582
22
$2.3M 0.91%
14,586
+36
23
$2.3M 0.91%
23,557
+1,511
24
$2.28M 0.9%
50,332
+1,228
25
$2.22M 0.88%
19,279
+3,589
1
2 3 4 5