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
626
$16K 0.01%
+129
627
$16K 0.01%
+473
628
$16K 0.01%
+120
629
$16K 0.01%
+300
630
$16K 0.01%
+417
631
$16K 0.01%
+205
632
$15K 0.01%
+3,000
633
$15K 0.01%
+230
634
$15K 0.01%
+223
635
$15K 0.01%
+747
636
$15K 0.01%
+144
637
$15K 0.01%
+600
638
$15K 0.01%
+137
639
$15K 0.01%
+499
640
$15K 0.01%
+405
641
$15K 0.01%
+1,110
642
$15K 0.01%
+41
643
$15K 0.01%
+332
644
$15K 0.01%
+346
645
$15K 0.01%
+220
646
$15K 0.01%
+250
647
$15K 0.01%
+1,490
648
$15K 0.01%
+382
649
$15K 0.01%
+311
650
$15K 0.01%
+618
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