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
1051
$4K ﹤0.01%
+16
1052
$4K ﹤0.01%
+310
1053
$4K ﹤0.01%
+752
1054
$4K ﹤0.01%
+280
1055
$4K ﹤0.01%
+326
1056
$4K ﹤0.01%
+138
1057
$4K ﹤0.01%
+101
1058
$4K ﹤0.01%
+160
1059
$4K ﹤0.01%
+59
1060
$4K ﹤0.01%
+200
1061
$4K ﹤0.01%
+21
1062
$4K ﹤0.01%
+250
1063
$4K ﹤0.01%
+55
1064
$4K ﹤0.01%
+62
1065
$4K ﹤0.01%
+222
1066
$4K ﹤0.01%
+61
1067
$4K ﹤0.01%
+73
1068
$4K ﹤0.01%
+20
1069
$4K ﹤0.01%
+33
1070
$4K ﹤0.01%
+209
1071
$4K ﹤0.01%
+125
1072
$4K ﹤0.01%
+92
1073
$4K ﹤0.01%
+146
1074
$4K ﹤0.01%
+50
1075
$4K ﹤0.01%
+10
41 42
43
44 45