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
726
$11K 0.01%
+217
727
$11K 0.01%
+61
728
$11K 0.01%
+1,800
729
$11K 0.01%
+783
730
$11K 0.01%
+44
731
$11K 0.01%
+105
732
$11K 0.01%
+118
733
$11K 0.01%
+200
734
$11K 0.01%
+1,000
735
$11K 0.01%
+205
736
$11K 0.01%
+70
737
$11K 0.01%
+57
738
$11K 0.01%
+314
739
$11K 0.01%
+133
740
$10K 0.01%
+2,500
741
$10K 0.01%
+962
742
$10K 0.01%
+269
743
$10K 0.01%
+190
744
$10K 0.01%
+60
745
$10K 0.01%
+85
746
$10K 0.01%
+91
747
$10K 0.01%
+674
748
$10K 0.01%
+712
749
$10K 0.01%
+23
750
$10K 0.01%
+270
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