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
551
$22K 0.01%
+741
552
$22K 0.01%
+505
553
$22K 0.01%
+650
554
$22K 0.01%
+1,070
555
$22K 0.01%
+270
556
$21K 0.01%
+96
557
$21K 0.01%
+552
558
$21K 0.01%
+379
559
$21K 0.01%
+298
560
$21K 0.01%
+124
561
$21K 0.01%
+566
562
$21K 0.01%
+375
563
$21K 0.01%
+181
564
$21K 0.01%
+468
565
$21K 0.01%
+180
566
$20K 0.01%
+116
567
$20K 0.01%
+232
568
$20K 0.01%
+1,975
569
$20K 0.01%
+85
570
$20K 0.01%
+955
571
$20K 0.01%
+358
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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