FFA
Founders Financial Alliance Portfolio holdings
AUM
$440M
1-Year Return
17.59%
This Quarter Return
+8.54%
1 Year Return
+17.59%
3 Year Return
+71.23%
5 Year Return
+124.34%
10 Year Return
–
AUM
$167M
AUM Growth
–
Cap. Flow
+$167M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.66%
Holding
1,427
New
1,423
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$13.5M |
| 2 |
Microsoft
MSFT
|
+$5.38M |
| 3 |
Duke Energy
DUK
|
+$4.22M |
| 4 |
Amazon
AMZN
|
+$3.95M |
| 5 |
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% |
