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
901
$6K ﹤0.01%
+81
902
$6K ﹤0.01%
+497
903
$6K ﹤0.01%
+167
904
$6K ﹤0.01%
+108
905
$6K ﹤0.01%
+418
906
$6K ﹤0.01%
+45
907
$6K ﹤0.01%
+257
908
$6K ﹤0.01%
+213
909
$6K ﹤0.01%
+807
910
$6K ﹤0.01%
+147
911
$6K ﹤0.01%
+102
912
$6K ﹤0.01%
+11
913
$6K ﹤0.01%
+243
914
$6K ﹤0.01%
+300
915
$6K ﹤0.01%
+246
916
$6K ﹤0.01%
+89
917
$6K ﹤0.01%
+1,037
918
$6K ﹤0.01%
+539
919
$6K ﹤0.01%
+830
920
$6K ﹤0.01%
+400
921
$6K ﹤0.01%
+23
922
$6K ﹤0.01%
+637
923
$6K ﹤0.01%
+228
924
$5K ﹤0.01%
+50
925
$5K ﹤0.01%
+103
35 36
37
38 39