FFA

Founders Financial Alliance Portfolio holdings

AUM $531M
1-Year Est. Return 19.74%
This Quarter Est. Return
1 Year Est. Return
+19.74%
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
476
$29K 0.02%
+1,300
477
$29K 0.02%
+670
478
$29K 0.02%
+605
479
$28K 0.02%
+479
480
$28K 0.02%
+743
481
$28K 0.02%
+2,112
482
$28K 0.02%
+88
483
$28K 0.02%
+76
484
$28K 0.02%
+421
485
$28K 0.02%
+510
486
$28K 0.02%
+220
487
$28K 0.02%
+2,267
488
$28K 0.02%
+3,530
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
18 19
20
21 22