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
501
$27K 0.02%
+937
502
$27K 0.02%
+271
503
$26K 0.02%
+1,800
504
$26K 0.02%
+435
505
$26K 0.02%
+122
506
$26K 0.02%
+294
507
$26K 0.02%
+395
508
$26K 0.02%
+476
509
$26K 0.02%
+1,959
510
$26K 0.02%
+220
511
$26K 0.02%
+580
512
$25K 0.01%
+1,300
513
$25K 0.01%
+1,300
514
$25K 0.01%
+1,150
515
$25K 0.01%
+1,966
516
$25K 0.01%
+426
517
$25K 0.01%
+345
518
$25K 0.01%
+354
519
$25K 0.01%
+1,000
520
$25K 0.01%
+404
521
$25K 0.01%
+545
522
$25K 0.01%
+6,274
523
$24K 0.01%
+912
524
$24K 0.01%
+256
525
$24K 0.01%
+194
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