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
1051
$4K ﹤0.01%
+200
1052
$4K ﹤0.01%
+169
1053
$4K ﹤0.01%
+320
1054
$4K ﹤0.01%
+162
1055
$4K ﹤0.01%
+20
1056
$4K ﹤0.01%
+42
1057
$4K ﹤0.01%
+72
1058
$4K ﹤0.01%
+80
1059
$4K ﹤0.01%
+179
1060
$4K ﹤0.01%
+34
1061
$4K ﹤0.01%
+1,414
1062
$4K ﹤0.01%
+50
1063
$4K ﹤0.01%
+180
1064
$4K ﹤0.01%
+16
1065
$4K ﹤0.01%
+310
1066
$4K ﹤0.01%
+752
1067
$4K ﹤0.01%
+280
1068
$4K ﹤0.01%
+326
1069
$4K ﹤0.01%
+138
1070
$4K ﹤0.01%
+101
1071
$4K ﹤0.01%
+160
1072
$4K ﹤0.01%
+59
1073
$4K ﹤0.01%
+200
1074
$4K ﹤0.01%
+21
1075
$4K ﹤0.01%
+250
41 42
43
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