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
751
$10K 0.01%
+542
752
$10K 0.01%
+438
753
$10K 0.01%
+30
754
$10K 0.01%
+190
755
$10K 0.01%
+62
756
$10K 0.01%
+172
757
$10K 0.01%
+52
758
$10K 0.01%
+450
759
$10K 0.01%
+108
760
$10K 0.01%
+1,000
761
$10K 0.01%
+87
762
$10K 0.01%
+355
763
$10K 0.01%
+92
764
$10K 0.01%
+94
765
$10K 0.01%
+2,500
766
$10K 0.01%
+962
767
$10K 0.01%
+269
768
$9K 0.01%
+250
769
$9K 0.01%
+840
770
$9K 0.01%
+800
771
$9K 0.01%
+213
772
$9K 0.01%
+285
773
$9K 0.01%
+168
774
$9K 0.01%
+146
775
$9K 0.01%
+370
29 30
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32 33