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
451
$34K 0.02%
+658
452
$33K 0.02%
+2,100
453
$33K 0.02%
+5,575
454
$33K 0.02%
+165
455
$33K 0.02%
+620
456
$32K 0.02%
+254
457
$32K 0.02%
+1,125
458
$32K 0.02%
+2,991
459
$32K 0.02%
+510
460
$32K 0.02%
+1,679
461
$32K 0.02%
+144
462
$31K 0.02%
+2,216
463
$31K 0.02%
+240
464
$31K 0.02%
+1,254
465
$31K 0.02%
+173
466
$31K 0.02%
+455
467
$30K 0.02%
+2,007
468
$30K 0.02%
+800
469
$30K 0.02%
+1,632
470
$30K 0.02%
+544
471
$30K 0.02%
+600
472
$30K 0.02%
+1,113
473
$30K 0.02%
+1,765
474
$29K 0.02%
+3,118
475
$29K 0.02%
+378
17 18
19
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