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
976
$5K ﹤0.01%
+6,000
977
$5K ﹤0.01%
+101
978
$5K ﹤0.01%
+320
979
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+300
980
$5K ﹤0.01%
+83
981
$5K ﹤0.01%
+596
982
$5K ﹤0.01%
+190
983
$5K ﹤0.01%
+70
984
$5K ﹤0.01%
+59
985
$5K ﹤0.01%
+77
986
$5K ﹤0.01%
+297
987
$5K ﹤0.01%
+373
988
– –
0
989
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+13
990
$5K ﹤0.01%
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991
$5K ﹤0.01%
+192
992
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+75
993
$5K ﹤0.01%
+265
994
$4K ﹤0.01%
+188
995
$4K ﹤0.01%
+190
996
$4K ﹤0.01%
+54
997
$4K ﹤0.01%
+174
998
$4K ﹤0.01%
+109
999
$4K ﹤0.01%
+45
1000
$4K ﹤0.01%
+59
38 39
40
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