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
876
$7K ﹤0.01%
+99
877
$7K ﹤0.01%
+710
878
$7K ﹤0.01%
+500
879
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+330
880
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+72
881
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882
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+690
883
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+174
884
$7K ﹤0.01%
+81
885
$6K ﹤0.01%
+50
886
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+1,150
887
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888
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890
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891
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895
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898
$6K ﹤0.01%
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899
$6K ﹤0.01%
+830
900
$6K ﹤0.01%
+400