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
676
$13K 0.01%
+522
677
$13K 0.01%
+210
678
$13K 0.01%
+246
679
$13K 0.01%
+379
680
$13K 0.01%
+371
681
$13K 0.01%
+440
682
$13K 0.01%
+89
683
$13K 0.01%
+228
684
$13K 0.01%
+728
685
$13K 0.01%
+294
686
$13K 0.01%
+450
687
$13K 0.01%
+145
688
$13K 0.01%
+306
689
$13K 0.01%
+196
690
$13K 0.01%
+400
691
$13K 0.01%
+97
692
$12K 0.01%
+98
693
$12K 0.01%
+124
694
$12K 0.01%
+1,117
695
$12K 0.01%
+533
696
$12K 0.01%
+1,000
697
$12K 0.01%
+218
698
$12K 0.01%
+232
699
$12K 0.01%
+95
700
$12K 0.01%
+1,180