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
826
$8K ﹤0.01%
+400
827
$8K ﹤0.01%
+237
828
$8K ﹤0.01%
+62
829
$8K ﹤0.01%
+308
830
$8K ﹤0.01%
+149
831
$8K ﹤0.01%
+57
832
$8K ﹤0.01%
+500
833
$8K ﹤0.01%
+199
834
$8K ﹤0.01%
+361
835
$8K ﹤0.01%
+687
836
$8K ﹤0.01%
+100
837
$8K ﹤0.01%
+32
838
$8K ﹤0.01%
+130
839
$8K ﹤0.01%
+250
840
$8K ﹤0.01%
+313
841
$8K ﹤0.01%
+196
842
$8K ﹤0.01%
+33
843
$8K ﹤0.01%
+50
844
$8K ﹤0.01%
+160
845
$8K ﹤0.01%
+800
846
$8K ﹤0.01%
+47
847
$7K ﹤0.01%
+81
848
$7K ﹤0.01%
+500
849
$7K ﹤0.01%
+136
850
$7K ﹤0.01%
+238
32 33
34
35 36