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
726
$11K 0.01%
+44
727
$11K 0.01%
+105
728
$11K 0.01%
+118
729
$11K 0.01%
+200
730
$11K 0.01%
+1,000
731
$11K 0.01%
+205
732
$11K 0.01%
+70
733
$11K 0.01%
+57
734
$11K 0.01%
+314
735
$11K 0.01%
+133
736
$11K 0.01%
+36
737
$11K 0.01%
+137
738
$11K 0.01%
+273
739
$11K 0.01%
+342
740
$10K 0.01%
+60
741
$10K 0.01%
+85
742
$10K 0.01%
+91
743
$10K 0.01%
+674
744
$10K 0.01%
+712
745
$10K 0.01%
+23
746
$10K 0.01%
+270
747
$10K 0.01%
+45
748
$10K 0.01%
+150
749
$10K 0.01%
+2,673
750
$10K 0.01%
+1,341
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