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
526
$24K 0.01%
+218
527
$24K 0.01%
+204
528
$24K 0.01%
+460
529
$24K 0.01%
+1,612
530
$23K 0.01%
+4,437
531
$23K 0.01%
+139
532
$23K 0.01%
+500
533
$23K 0.01%
+300
534
$23K 0.01%
+427
535
$23K 0.01%
+494
536
$23K 0.01%
+2,118
537
$23K 0.01%
+177
538
$23K 0.01%
+120
539
$22K 0.01%
+400
540
$22K 0.01%
+396
541
$22K 0.01%
+456
542
$22K 0.01%
+175
543
$22K 0.01%
+1,000
544
$22K 0.01%
+151
545
$22K 0.01%
+826
546
$22K 0.01%
+823
547
$22K 0.01%
+658
548
$22K 0.01%
+2,068
549
$22K 0.01%
+712
550
$22K 0.01%
+207
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