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
751
$10K 0.01%
+45
752
$10K 0.01%
+150
753
$10K 0.01%
+2,673
754
$10K 0.01%
+1,341
755
$10K 0.01%
+542
756
$10K 0.01%
+438
757
$10K 0.01%
+30
758
$10K 0.01%
+62
759
$10K 0.01%
+172
760
$10K 0.01%
+52
761
$10K 0.01%
+450
762
$10K 0.01%
+108
763
$10K 0.01%
+1,000
764
$10K 0.01%
+87
765
$10K 0.01%
+355
766
$10K 0.01%
+92
767
$10K 0.01%
+94
768
$9K 0.01%
+250
769
$9K 0.01%
+2,300
770
$9K 0.01%
+60
771
$9K 0.01%
+1,196
772
$9K 0.01%
+590
773
$9K 0.01%
+840
774
$9K 0.01%
+800
775
$9K 0.01%
+213
29 30
31
32 33