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
401
$45K 0.03%
+1,361
402
$44K 0.03%
+484
403
$44K 0.03%
+112
404
$44K 0.03%
+1,092
405
$44K 0.03%
+2,108
406
$44K 0.03%
+3,194
407
$43K 0.03%
+1,650
408
$43K 0.03%
+294
409
$42K 0.03%
+813
410
$42K 0.03%
+1,292
411
$42K 0.03%
+512
412
$42K 0.03%
+96
413
$41K 0.02%
+3,830
414
$41K 0.02%
+1,896
415
$40K 0.02%
+5,369
416
$40K 0.02%
+353
417
$40K 0.02%
+585
418
$40K 0.02%
+550
419
$39K 0.02%
+1,685
420
$39K 0.02%
+385
421
$38K 0.02%
+194
422
$38K 0.02%
+348
423
$38K 0.02%
+845
424
$38K 0.02%
+304
425
$38K 0.02%
+1,117
15 16
17
18 19