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
701
$12K 0.01%
+427
702
$12K 0.01%
+134
703
$12K 0.01%
+50
704
$12K 0.01%
+1,800
705
$12K 0.01%
+896
706
$12K 0.01%
+67
707
$12K 0.01%
+125
708
$12K 0.01%
+400
709
$12K 0.01%
+2,000
710
$12K 0.01%
+300
711
$12K 0.01%
+120
712
$12K 0.01%
+135
713
$12K 0.01%
+1,117
714
$12K 0.01%
+533
715
$12K 0.01%
+1,000
716
$12K 0.01%
+218
717
$12K 0.01%
+44
718
$12K 0.01%
+3,300
719
$12K 0.01%
+116
720
$11K 0.01%
+832
721
$11K 0.01%
+53
722
$11K 0.01%
+217
723
$11K 0.01%
+61
724
$11K 0.01%
+1,800
725
$11K 0.01%
+783
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