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
801
$8K ﹤0.01%
+54
802
$8K ﹤0.01%
+267
803
$8K ﹤0.01%
+66
804
$8K ﹤0.01%
+92
805
$8K ﹤0.01%
+229
806
$8K ﹤0.01%
+118
807
$8K ﹤0.01%
+103
808
$8K ﹤0.01%
+400
809
$8K ﹤0.01%
+52
810
$8K ﹤0.01%
+237
811
$8K ﹤0.01%
+62
812
$8K ﹤0.01%
+308
813
$8K ﹤0.01%
+149
814
$8K ﹤0.01%
+57
815
$8K ﹤0.01%
+500
816
$8K ﹤0.01%
+52
817
$8K ﹤0.01%
+114
818
$8K ﹤0.01%
+29
819
$8K ﹤0.01%
+153
820
$8K ﹤0.01%
+105
821
$8K ﹤0.01%
+200
822
$8K ﹤0.01%
+34
823
$8K ﹤0.01%
+581
824
$8K ﹤0.01%
+268
825
$8K ﹤0.01%
+71
31 32
33
34 35