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
926
$5K ﹤0.01%
+195
927
$5K ﹤0.01%
+111
928
$5K ﹤0.01%
+1,000
929
$5K ﹤0.01%
+35
930
$5K ﹤0.01%
+18
931
$5K ﹤0.01%
+158
932
$5K ﹤0.01%
+1,030
933
$5K ﹤0.01%
+300
934
$5K ﹤0.01%
+200
935
$5K ﹤0.01%
+100
936
$5K ﹤0.01%
+53
937
$5K ﹤0.01%
+431
938
$5K ﹤0.01%
+108
939
$5K ﹤0.01%
+60
940
$5K ﹤0.01%
+31
941
$5K ﹤0.01%
+92
942
$5K ﹤0.01%
+56
943
$5K ﹤0.01%
+57
944
$5K ﹤0.01%
+11
945
$5K ﹤0.01%
+46
946
$5K ﹤0.01%
+89
947
$5K ﹤0.01%
+38
948
$5K ﹤0.01%
+122
949
$5K ﹤0.01%
+110
950
$5K ﹤0.01%
+541
36 37
38
39 40