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
851
$7K ﹤0.01%
+27
852
$7K ﹤0.01%
+438
853
$7K ﹤0.01%
+105
854
$7K ﹤0.01%
+65
855
$7K ﹤0.01%
+95
856
$7K ﹤0.01%
+166
857
$7K ﹤0.01%
+48
858
$7K ﹤0.01%
+492
859
$7K ﹤0.01%
+240
860
$7K ﹤0.01%
+569
861
$7K ﹤0.01%
+74
862
$7K ﹤0.01%
+20
863
$7K ﹤0.01%
+193
864
$7K ﹤0.01%
+149
865
$7K ﹤0.01%
+1,680
866
$7K ﹤0.01%
+500
867
$7K ﹤0.01%
+136
868
$7K ﹤0.01%
+47
869
$7K ﹤0.01%
+58
870
$7K ﹤0.01%
+336
871
$7K ﹤0.01%
+80
872
$7K ﹤0.01%
+600
873
$7K ﹤0.01%
+28
874
$7K ﹤0.01%
+117
875
$7K ﹤0.01%
+37
33 34
35
36 37