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
651
$15K 0.01%
+346
652
$15K 0.01%
+220
653
$15K 0.01%
+250
654
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+1,490
655
$15K 0.01%
+382
656
$14K 0.01%
+500
657
$14K 0.01%
+965
658
$14K 0.01%
+348
659
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+110
660
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+1,200
661
$14K 0.01%
+52
662
$14K 0.01%
+3,000
663
$14K 0.01%
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664
$14K 0.01%
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665
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666
$14K 0.01%
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$14K 0.01%
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668
$14K 0.01%
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$14K 0.01%
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670
$14K 0.01%
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$14K 0.01%
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672
$14K 0.01%
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673
$14K 0.01%
+143
674
$14K 0.01%
+400
675
$13K 0.01%
+522
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