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
476
$29K 0.02%
+1,300
477
$29K 0.02%
+670
478
$29K 0.02%
+605
479
$28K 0.02%
+88
480
$28K 0.02%
+76
481
$28K 0.02%
+421
482
$28K 0.02%
+510
483
$28K 0.02%
+220
484
$28K 0.02%
+2,267
485
$28K 0.02%
+3,530
486
$28K 0.02%
+479
487
$28K 0.02%
+743
488
$28K 0.02%
+2,112
489
$28K 0.02%
+600
490
$28K 0.02%
+510
491
$28K 0.02%
+540
492
$28K 0.02%
+3,977
493
$27K 0.02%
+305
494
$27K 0.02%
+225
495
$27K 0.02%
+480
496
$27K 0.02%
+162
497
$27K 0.02%
+430
498
$27K 0.02%
+954
499
$27K 0.02%
+910
500
$27K 0.02%
+636
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