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
301
$78K 0.05%
+1,929
302
$78K 0.05%
+1,105
303
$78K 0.05%
+1,408
304
$77K 0.05%
+1,755
305
$77K 0.05%
+968
306
$76K 0.05%
+5,157
307
$76K 0.05%
+425
308
$76K 0.05%
+529
309
$75K 0.04%
+298
310
$75K 0.04%
+3,261
311
$75K 0.04%
+2,512
312
$74K 0.04%
+1,206
313
$74K 0.04%
+3,436
314
$74K 0.04%
+976
315
$73K 0.04%
+1,569
316
$73K 0.04%
+1,464
317
$73K 0.04%
+1,841
318
$71K 0.04%
+3,708
319
$71K 0.04%
+2,719
320
$71K 0.04%
+329
321
$69K 0.04%
+1,056
322
$67K 0.04%
+4,557
323
$66K 0.04%
+1,016
324
$66K 0.04%
+1,734
325
$65K 0.04%
+2,400
11 12
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14 15