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
951
$5K ﹤0.01%
+38
952
$5K ﹤0.01%
+122
953
$5K ﹤0.01%
+110
954
$5K ﹤0.01%
+541
955
$5K ﹤0.01%
+130
956
$5K ﹤0.01%
+49
957
$5K ﹤0.01%
+25
958
$5K ﹤0.01%
+70
959
$5K ﹤0.01%
+23
960
$5K ﹤0.01%
+300
961
$5K ﹤0.01%
+188
962
$5K ﹤0.01%
+62
963
$5K ﹤0.01%
+159
964
$5K ﹤0.01%
+150
965
$5K ﹤0.01%
+100
966
$5K ﹤0.01%
+295
967
$5K ﹤0.01%
+265
968
$5K ﹤0.01%
+56
969
$5K ﹤0.01%
+6,000
970
$5K ﹤0.01%
+101
971
$5K ﹤0.01%
+320
972
$5K ﹤0.01%
+300
973
$5K ﹤0.01%
+83
974
$5K ﹤0.01%
+596
975
$5K ﹤0.01%
+190
37 38
39
40 41