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
901
$6K ﹤0.01%
+246
902
$6K ﹤0.01%
+89
903
$6K ﹤0.01%
+1,037
904
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+539
905
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+830
906
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+400
907
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+23
908
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+637
909
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+228
910
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+50
911
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+1,150
912
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913
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+525
914
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915
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916
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917
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918
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919
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+213
920
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+807
921
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922
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+102
923
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+11
924
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+75
925
$5K ﹤0.01%
+431