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
876
$7K ﹤0.01%
+37
877
$7K ﹤0.01%
+99
878
$7K ﹤0.01%
+710
879
$7K ﹤0.01%
+500
880
$7K ﹤0.01%
+330
881
$7K ﹤0.01%
+72
882
$7K ﹤0.01%
+13
883
$7K ﹤0.01%
+690
884
$7K ﹤0.01%
+174
885
$6K ﹤0.01%
+50
886
$6K ﹤0.01%
+1,150
887
$6K ﹤0.01%
+200
888
$6K ﹤0.01%
+525
889
$6K ﹤0.01%
+74
890
$6K ﹤0.01%
+343
891
$6K ﹤0.01%
+100
892
$6K ﹤0.01%
+94
893
$6K ﹤0.01%
+7
894
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+162
895
$6K ﹤0.01%
+63
896
$6K ﹤0.01%
+144
897
$6K ﹤0.01%
+270
898
$6K ﹤0.01%
+133
899
$6K ﹤0.01%
+133
900
$6K ﹤0.01%
+91
34 35
36
37 38