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 17.83%
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%
+45
752
$10K 0.01%
+150
753
$10K 0.01%
+1,341
754
$10K 0.01%
+542
755
$10K 0.01%
+438
756
$10K 0.01%
+30
757
$10K 0.01%
+62
758
$10K 0.01%
+172
759
$10K 0.01%
+52
760
$10K 0.01%
+450
761
$10K 0.01%
+108
762
$10K 0.01%
+1,000
763
$10K 0.01%
+87
764
$10K 0.01%
+355
765
$10K 0.01%
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766
$10K 0.01%
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767
$10K 0.01%
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768
$9K 0.01%
+250
769
$9K 0.01%
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770
$9K 0.01%
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$9K 0.01%
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772
$9K 0.01%
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773
$9K 0.01%
+168
774
$9K 0.01%
+146
775
$9K 0.01%
+370
29 30
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32 33