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
$167M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,427
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$5.38M
3
+$4.22M
4
AMZN icon
Amazon
AMZN
+$3.95M
5
FBNC icon
First Bancorp
FBNC
+$3.77M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.84%
2 Financials 9.45%
3 Consumer Staples 7.75%
4 Consumer Discretionary 7.75%
5 Healthcare 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$120K 0.07%
+2,538
227
$120K 0.07%
+2,084
228
$120K 0.07%
+1,379
229
$120K 0.07%
+3,917
230
$120K 0.07%
+2,389
231
$119K 0.07%
+1,996
232
$119K 0.07%
+3,070
233
$116K 0.07%
+9,320
234
$115K 0.07%
+2,270
235
$114K 0.07%
+5,100
236
$114K 0.07%
+4,026
237
$112K 0.07%
+758
238
$112K 0.07%
+1,290
239
$111K 0.07%
+383
240
$110K 0.07%
+1,895
241
$110K 0.07%
+4,589
242
$110K 0.07%
+3,770
243
$110K 0.07%
+1,182
244
$109K 0.07%
+1,208
245
$109K 0.07%
+1,826
246
$109K 0.07%
+13,113
247
$109K 0.07%
+863
248
$107K 0.06%
+877
249
$107K 0.06%
+2,595
250
$106K 0.06%
+2,065
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