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
551
$22K 0.01%
+270
552
$22K 0.01%
+400
553
$22K 0.01%
+396
554
$22K 0.01%
+456
555
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+175
556
$21K 0.01%
+96
557
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+552
558
$21K 0.01%
+379
559
$21K 0.01%
+566
560
$21K 0.01%
+375
561
$21K 0.01%
+181
562
$21K 0.01%
+468
563
$21K 0.01%
+180
564
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+298
565
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566
$20K 0.01%
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567
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568
$20K 0.01%
+1,975
569
$20K 0.01%
+85
570
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571
$20K 0.01%
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572
$20K 0.01%
+1,201
573
$20K 0.01%
+1,900
574
$20K 0.01%
+340
575
$20K 0.01%
+488
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