FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
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
51
$674K 0.4%
+11,071
52
$673K 0.4%
+8,014
53
$671K 0.4%
+27,881
54
$662K 0.4%
+16,674
55
$653K 0.39%
+19,123
56
$646K 0.39%
+3,906
57
$623K 0.37%
+2,928
58
$621K 0.37%
+33,509
59
$606K 0.36%
+8,631
60
$603K 0.36%
+5,094
61
$602K 0.36%
+10,289
62
$595K 0.36%
+5,457
63
$591K 0.35%
+1,202
64
$588K 0.35%
+14,280
65
$587K 0.35%
+19,990
66
$585K 0.35%
+6,471
67
$568K 0.34%
+14,470
68
$567K 0.34%
+2,811
69
$566K 0.34%
+10,589
70
$511K 0.31%
+8,001
71
$505K 0.3%
+3,918
72
$496K 0.3%
+3,945
73
$494K 0.3%
+6,740
74
$484K 0.29%
+8,212
75
$476K 0.28%
+19,717
1 2
3
4 5