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
651
$15K 0.01%
+160
652
$15K 0.01%
+158
653
$15K 0.01%
+114
654
$15K 0.01%
+2,186
655
$15K 0.01%
+3,000
656
$14K 0.01%
+222
657
$14K 0.01%
+455
658
$14K 0.01%
+100
659
$14K 0.01%
+143
660
$14K 0.01%
+400
661
$14K 0.01%
+110
662
$14K 0.01%
+1,200
663
$14K 0.01%
+99
664
$14K 0.01%
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665
$14K 0.01%
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666
$14K 0.01%
+348
667
$14K 0.01%
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668
$14K 0.01%
+3,000
669
$14K 0.01%
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670
$14K 0.01%
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671
$14K 0.01%
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$14K 0.01%
+214
673
$14K 0.01%
+357
674
$14K 0.01%
+837
675
$13K 0.01%
+483
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