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
701
$12K 0.01%
+149
702
$12K 0.01%
+41
703
$12K 0.01%
+880
704
$12K 0.01%
+177
705
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+427
706
$12K 0.01%
+134
707
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+50
708
$12K 0.01%
+1,800
709
$12K 0.01%
+896
710
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+67
711
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+25
712
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+400
713
$12K 0.01%
+2,000
714
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715
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716
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717
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718
$12K 0.01%
+3,300
719
$12K 0.01%
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720
$11K 0.01%
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721
$11K 0.01%
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723
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+342
724
$11K 0.01%
+832
725
$11K 0.01%
+53
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