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
1001
$4K ﹤0.01%
+102
1002
$4K ﹤0.01%
+138
1003
$4K ﹤0.01%
+110
1004
$4K ﹤0.01%
+41
1005
$4K ﹤0.01%
+36
1006
$4K ﹤0.01%
+61
1007
$4K ﹤0.01%
+60
1008
$4K ﹤0.01%
+55
1009
$4K ﹤0.01%
+55
1010
$4K ﹤0.01%
+140
1011
$4K ﹤0.01%
+147
1012
$4K ﹤0.01%
+44
1013
$4K ﹤0.01%
+265
1014
$4K ﹤0.01%
+77
1015
$4K ﹤0.01%
+95
1016
$4K ﹤0.01%
+128
1017
$4K ﹤0.01%
+33
1018
$4K ﹤0.01%
+46
1019
$4K ﹤0.01%
+49
1020
$4K ﹤0.01%
+200
1021
$4K ﹤0.01%
+169
1022
$4K ﹤0.01%
+320
1023
$4K ﹤0.01%
+162
1024
$4K ﹤0.01%
+20
1025
$4K ﹤0.01%
+42
39 40
41
42 43