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
251
$106K 0.06%
+5,428
252
$105K 0.06%
+893
253
$104K 0.06%
+2,140
254
$104K 0.06%
+7,755
255
$103K 0.06%
+649
256
$103K 0.06%
+7,221
257
$103K 0.06%
+916
258
$102K 0.06%
+436
259
$102K 0.06%
+1,008
260
$102K 0.06%
+3,008
261
$102K 0.06%
+1,755
262
$101K 0.06%
+2,722
263
$101K 0.06%
+1,988
264
$100K 0.06%
+855
265
$100K 0.06%
+4,597
266
$100K 0.06%
+2,264
267
$100K 0.06%
+960
268
$98K 0.06%
+1,811
269
$98K 0.06%
+2,818
270
$98K 0.06%
+2,262
271
$97K 0.06%
+6,169
272
$97K 0.06%
+882
273
$96K 0.06%
+3,246
274
$95K 0.06%
+282
275
$94K 0.06%
+1,770
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