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
426
$37K 0.02%
+1,540
427
$37K 0.02%
+323
428
$37K 0.02%
+4,665
429
$37K 0.02%
+150
430
$37K 0.02%
+751
431
$37K 0.02%
+2,528
432
$36K 0.02%
+1,786
433
$36K 0.02%
+255
434
$36K 0.02%
+1,000
435
$36K 0.02%
+440
436
$36K 0.02%
+320
437
$36K 0.02%
+1,425
438
$36K 0.02%
+1,232
439
$36K 0.02%
+3,202
440
$36K 0.02%
+4,058
441
$35K 0.02%
+2,712
442
$35K 0.02%
+643
443
$35K 0.02%
+693
444
$35K 0.02%
+100
445
$35K 0.02%
+280
446
$35K 0.02%
+1,000
447
$34K 0.02%
+377
448
$34K 0.02%
+208
449
$34K 0.02%
+252
450
$34K 0.02%
+466
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