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
$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
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
1
$22.8M 6.83%
132,730
+1,366
2
$16.5M 4.94%
182,270
+2,290
3
$12.6M 3.8%
30,049
-1,074
4
$7.88M 2.36%
83,432
+55,921
5
$6.96M 2.09%
+140,121
6
$6.18M 1.86%
34,262
+309
7
$6.08M 1.83%
168,386
-3,535
8
$5.24M 1.57%
54,134
+2,164
9
$5.02M 1.51%
9,593
+231
10
$4.94M 1.48%
24,642
-398
11
$4.91M 1.48%
92,139
+87,366
12
$4.7M 1.41%
+94,726
13
$4.6M 1.38%
60,332
+52,858
14
$4.44M 1.33%
48,315
+154
15
$4.28M 1.28%
92,577
+7,631
16
$3.91M 1.17%
11,595
-30
17
$3.8M 1.14%
28,640
-3,760
18
$3.74M 1.12%
74,043
-3,896
19
$3.61M 1.08%
19,837
+13
20
$3.41M 1.03%
28,220
+23,597
21
$3.2M 0.96%
8,043
+547
22
$3.2M 0.96%
21,197
+943
23
$3.03M 0.91%
19,169
+957
24
$2.99M 0.9%
11,756
+176
25
$2.84M 0.85%
66,075
+8,668
1
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