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
801
$8K ﹤0.01%
+308
802
$8K ﹤0.01%
+149
803
$8K ﹤0.01%
+57
804
$8K ﹤0.01%
+500
805
$8K ﹤0.01%
+52
806
$8K ﹤0.01%
+114
807
$8K ﹤0.01%
+29
808
$8K ﹤0.01%
+153
809
$8K ﹤0.01%
+105
810
$8K ﹤0.01%
+200
811
$8K ﹤0.01%
+34
812
$8K ﹤0.01%
+581
813
$8K ﹤0.01%
+268
814
$8K ﹤0.01%
+71
815
$8K ﹤0.01%
+31
816
$8K ﹤0.01%
+190
817
$8K ﹤0.01%
+32
818
$8K ﹤0.01%
+130
819
$8K ﹤0.01%
+250
820
$8K ﹤0.01%
+313
821
$8K ﹤0.01%
+196
822
$8K ﹤0.01%
+33
823
$8K ﹤0.01%
+50
824
$8K ﹤0.01%
+47
825
$8K ﹤0.01%
+229
31 32
33
34 35