FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
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
+$13.5M
2
+$5.38M
3
+$4.22M
4
AMZN icon
Amazon
AMZN
+$3.95M
5
FBNC icon
First Bancorp
FBNC
+$3.77M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.84%
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
26
$1.26M 0.75%
+16,105
27
$1.22M 0.73%
+14,178
28
$1.16M 0.69%
+4,421
29
$1.15M 0.69%
+14,090
30
$1.13M 0.68%
+14,232
31
$1.13M 0.68%
+22,931
32
$1.08M 0.65%
+6,896
33
$1.06M 0.63%
+26,963
34
$1.06M 0.63%
+12,103
35
$974K 0.58%
+10,581
36
$952K 0.57%
+7,380
37
$912K 0.54%
+4,109
38
$910K 0.54%
+24,990
39
$858K 0.51%
+5,443
40
$844K 0.5%
+6,008
41
$839K 0.5%
+11,420
42
$815K 0.49%
+4,066
43
$803K 0.48%
+3,648
44
$802K 0.48%
+4,741
45
$798K 0.48%
+22,792
46
$742K 0.44%
+10,255
47
$735K 0.44%
+2,625
48
$725K 0.43%
+6,202
49
$713K 0.43%
+53,881
50
$686K 0.41%
+14,415
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