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
1001
$4K ﹤0.01%
+54
1002
$4K ﹤0.01%
+174
1003
$4K ﹤0.01%
+109
1004
$4K ﹤0.01%
+45
1005
$4K ﹤0.01%
+59
1006
$4K ﹤0.01%
+102
1007
$4K ﹤0.01%
+138
1008
$4K ﹤0.01%
+110
1009
$4K ﹤0.01%
+41
1010
$4K ﹤0.01%
+36
1011
$4K ﹤0.01%
+61
1012
$4K ﹤0.01%
+250
1013
$4K ﹤0.01%
+60
1014
$4K ﹤0.01%
+55
1015
$4K ﹤0.01%
+55
1016
$4K ﹤0.01%
+140
1017
$4K ﹤0.01%
+147
1018
$4K ﹤0.01%
+1,095
1019
$4K ﹤0.01%
+66
1020
$4K ﹤0.01%
+44
1021
$4K ﹤0.01%
+265
1022
$4K ﹤0.01%
+77
1023
$4K ﹤0.01%
+95
1024
$4K ﹤0.01%
+128
1025
$4K ﹤0.01%
+33
39 40
41
42 43