FFA

Founders Financial Alliance Portfolio holdings

AUM $530M
1-Year Est. Return 20.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.37%
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
+$12.6M
2
+$5.27M
3
+$3.92M
4
DUK icon
Duke Energy
DUK
+$3.86M
5
FBNC icon
First Bancorp
FBNC
+$3.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.83%
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
376
$49K 0.03%
+499
377
$49K 0.03%
+809
378
$49K 0.03%
+3,209
379
$49K 0.03%
+2,490
380
$49K 0.03%
+500
381
$48K 0.03%
+1,732
382
$48K 0.03%
+575
383
$48K 0.03%
+623
384
$48K 0.03%
+1,180
385
$48K 0.03%
+4,762
386
$47K 0.03%
+249
387
$46K 0.03%
+1,258
388
$46K 0.03%
+878
389
$46K 0.03%
+735
390
$46K 0.03%
+990
391
$46K 0.03%
+552
392
$46K 0.03%
+550
393
$46K 0.03%
+778
394
$46K 0.03%
+489
395
$46K 0.03%
+263
396
$46K 0.03%
+884
397
$45K 0.03%
+325
398
$45K 0.03%
+1,055
399
$45K 0.03%
+1,245
400
$45K 0.03%
+386
14 15
16
17 18