FFA
Founders Financial Alliance Portfolio holdings
AUM
$440M
1-Year Return
17.59%
This Quarter Return
+6.02%
1 Year Return
+17.59%
3 Year Return
+71.23%
5 Year Return
+124.34%
10 Year Return
–
AUM
$200M
AUM Growth
-$17.6M
(-8.1%)
Cap. Flow
-$27.3M
Cap. Flow
% of AUM
-13.63%
Top 10 Holdings %
Top 10 Hldgs %
26.24%
Holding
491
New
13
Increased
95
Reduced
232
Closed
36
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$4.12M |
| 2 |
NVIDIA
NVDA
|
$2.15M |
| 3 |
First Bancorp
FBNC
|
$1.74M |
| 4 |
Exxon Mobil
XOM
|
$1.44M |
| 5 |
Honeywell
HON
|
$1.37M |
Sector Composition
| 1 | Technology | 18.29% |
| 2 | Financials | 8.98% |
| 3 | Healthcare | 7.4% |
| 4 | Consumer Staples | 6.19% |
| 5 | Consumer Discretionary | 5.87% |
