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
326
$65K 0.04%
+1,111
327
$64K 0.04%
+673
328
$64K 0.04%
+695
329
$64K 0.04%
+1,252
330
$64K 0.04%
+431
331
$63K 0.04%
+2,454
332
$63K 0.04%
+2,520
333
$62K 0.04%
+4,992
334
$62K 0.04%
+992
335
$61K 0.04%
+895
336
$61K 0.04%
+1,226
337
$60K 0.04%
+838
338
$60K 0.04%
+1,175
339
$60K 0.04%
+639
340
$60K 0.04%
+1,211
341
$59K 0.04%
+634
342
$59K 0.04%
+700
343
$59K 0.04%
+1,776
344
$58K 0.03%
+1,550
345
$58K 0.03%
+4,860
346
$58K 0.03%
+8,326
347
$58K 0.03%
+1,714
348
$58K 0.03%
+1,416
349
$58K 0.03%
+610
350
$58K 0.03%
+315
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