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
951
$5K ﹤0.01%
+101
952
$5K ﹤0.01%
+89
953
$5K ﹤0.01%
+38
954
$5K ﹤0.01%
+122
955
$5K ﹤0.01%
+110
956
$5K ﹤0.01%
+541
957
$5K ﹤0.01%
+130
958
$5K ﹤0.01%
+49
959
$5K ﹤0.01%
+25
960
$5K ﹤0.01%
+70
961
$5K ﹤0.01%
+23
962
$5K ﹤0.01%
+300
963
$5K ﹤0.01%
+188
964
$5K ﹤0.01%
+62
965
$5K ﹤0.01%
+159
966
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+150
967
$5K ﹤0.01%
+100
968
$5K ﹤0.01%
+295
969
$5K ﹤0.01%
+56
970
$5K ﹤0.01%
+6,000
971
$5K ﹤0.01%
+101
972
$5K ﹤0.01%
+320
973
$5K ﹤0.01%
+300
974
$5K ﹤0.01%
+83
975
$5K ﹤0.01%
+596
37 38
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