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
351
$58K 0.03%
+1,312
352
$57K 0.03%
+511
353
$57K 0.03%
+2,925
354
$56K 0.03%
+331
355
$55K 0.03%
+2,850
356
$55K 0.03%
+450
357
$55K 0.03%
+658
358
$55K 0.03%
+326
359
$53K 0.03%
+354
360
$52K 0.03%
+652
361
$52K 0.03%
+3,650
362
$52K 0.03%
+1,100
363
$51K 0.03%
+1,264
364
$51K 0.03%
+2,394
365
$51K 0.03%
+860
366
$51K 0.03%
+816
367
$51K 0.03%
+3,620
368
$51K 0.03%
+238
369
$51K 0.03%
+1,658
370
$51K 0.03%
+1,341
371
$50K 0.03%
+530
372
$50K 0.03%
+1,150
373
$50K 0.03%
+1,000
374
$50K 0.03%
+850
375
$49K 0.03%
+809
13 14
15
16 17