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FFA
Founders Financial Alliance Portfolio holdings
AUM
$754M
1-Year Est. Return
27.39%
This Fund
S&P 500
This Quarter
Est. Return
+8.54%
1 Year Est. Return
+27.39%
3 Year Est. Return
+84.94%
5 Year Est. Return
+101.53%
10 Year Est. Return
–
AUM
$167M
AUM Growth
–
Cap. Flow
+$164M
Cap. Flow
% of AUM
97.75%
Top 10 Holdings %
Top 10 Hldgs %
26.66%
Holding
1,426
New
1,422
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$12.6M |
| 2 |
Microsoft
MSFT
|
+$5.27M |
| 3 |
Amazon
AMZN
|
+$3.92M |
| 4 |
Duke Energy
DUK
|
+$3.86M |
| 5 |
First Bancorp
FBNC
|
+$3.55M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.83% |
| 2 | Financials | 9.45% |
| 3 | Consumer Staples | 7.75% |
| 4 | Consumer Discretionary | 7.75% |
| 5 | Healthcare | 6% |
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Founders Financial Alliance's Q3 2020 Portfolio in Review
Q3 2020 is the first quarter with a 13F filing on record for Founders Financial Alliance, which disclosed 1,426 positions worth $167M. Its ten largest holdings account for 27% of the portfolio.
Its largest position is Apple: 115,739 shares worth $13.5M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, followed by Financials and Consumer Staples.
- Founders Financial Alliance's largest Q3 2020 buy was Apple: 115,739 shares worth $13.5M.
- Founders Financial Alliance's ten largest holdings make up 27% of its $167M portfolio in Q3 2020.
- Founders Financial Alliance disclosed 1,426 positions in Q3 2020, its first 13F filing on record.
Based on Founders Financial Alliance's 13F filing for Q3 2020, filed 13 Nov 2020.