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
776
$9K 0.01%
+285
777
$9K 0.01%
+168
778
$9K 0.01%
+146
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+370
780
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781
$9K 0.01%
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782
$9K 0.01%
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783
$9K 0.01%
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784
$9K 0.01%
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785
$9K 0.01%
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786
$9K 0.01%
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787
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788
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789
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$9K 0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
+81
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