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
851
$7K ﹤0.01%
+32
852
$7K ﹤0.01%
+27
853
$7K ﹤0.01%
+438
854
$7K ﹤0.01%
+105
855
$7K ﹤0.01%
+65
856
$7K ﹤0.01%
+95
857
$7K ﹤0.01%
+166
858
$7K ﹤0.01%
+48
859
$7K ﹤0.01%
+492
860
$7K ﹤0.01%
+240
861
$7K ﹤0.01%
+569
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%
+47
867
$7K ﹤0.01%
+81
868
$7K ﹤0.01%
+500
869
$7K ﹤0.01%
+136
870
$7K ﹤0.01%
+58
871
$7K ﹤0.01%
+336
872
$7K ﹤0.01%
+80
873
$7K ﹤0.01%
+600
874
$7K ﹤0.01%
+28
875
$7K ﹤0.01%
+117
33 34
35
36 37