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
976
$5K ﹤0.01%
+190
977
$5K ﹤0.01%
+70
978
$5K ﹤0.01%
+59
979
$5K ﹤0.01%
+77
980
$5K ﹤0.01%
+83
981
$5K ﹤0.01%
+125
982
$5K ﹤0.01%
+69
983
$5K ﹤0.01%
+297
984
$5K ﹤0.01%
+373
985
$5K ﹤0.01%
+1
986
$5K ﹤0.01%
+13
987
$5K ﹤0.01%
+208
988
$5K ﹤0.01%
+600
989
$5K ﹤0.01%
+54
990
$5K ﹤0.01%
+515
991
$5K ﹤0.01%
+350
992
$5K ﹤0.01%
+70
993
$5K ﹤0.01%
+192
994
$4K ﹤0.01%
+2,072
995
$4K ﹤0.01%
+1,528
996
$4K ﹤0.01%
+169
997
$4K ﹤0.01%
+206
998
$4K ﹤0.01%
+85
999
$4K ﹤0.01%
+36
1000
$4K ﹤0.01%
+61
38 39
40
41 42