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
976
$5K ﹤0.01%
+70
977
$5K ﹤0.01%
+59
978
$5K ﹤0.01%
+77
979
$5K ﹤0.01%
+83
980
$5K ﹤0.01%
+125
981
$5K ﹤0.01%
+69
982
$5K ﹤0.01%
+297
983
$5K ﹤0.01%
+373
984
– –
0
985
$5K ﹤0.01%
+13
986
$5K ﹤0.01%
+75
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%
+188
1000
$4K ﹤0.01%
+190
38 39
40
41 42