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 17.83%
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
576
$20K 0.01%
+103
577
$20K 0.01%
+195
578
$20K 0.01%
+2,570
579
$19K 0.01%
+800
580
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+229
581
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+165
582
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+1,936
583
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+250
584
$19K 0.01%
+96
585
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+1,134
586
$19K 0.01%
+1,200
587
$19K 0.01%
+457
588
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+400
589
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+610
590
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+574
591
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592
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593
$18K 0.01%
+1,478
594
$18K 0.01%
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595
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596
$18K 0.01%
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597
$18K 0.01%
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598
$18K 0.01%
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599
$18K 0.01%
+78
600
$18K 0.01%
+297
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