FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
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
76
$463K 0.28%
+8,027
77
$459K 0.27%
+2,995
78
$444K 0.27%
+12,227
79
$438K 0.26%
+4,781
80
$428K 0.26%
+13,873
81
$425K 0.25%
+6,480
82
$419K 0.25%
+3,769
83
$414K 0.25%
+1,078
84
$412K 0.25%
+7,732
85
$409K 0.24%
+4,000
86
$405K 0.24%
+1,900
87
$405K 0.24%
+17,218
88
$404K 0.24%
+4,868
89
$402K 0.24%
+3,703
90
$397K 0.24%
+23,016
91
$396K 0.24%
+3,496
92
$388K 0.23%
+3,353
93
$378K 0.23%
+6,424
94
$367K 0.22%
+24,223
95
$365K 0.22%
+2,424
96
$363K 0.22%
+32,849
97
$361K 0.22%
+1,066
98
$359K 0.21%
+4,859
99
$353K 0.21%
+15,249
100
$349K 0.21%
+1,445
2 3
4
5 6