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
1076
$4K ﹤0.01%
+55
1077
$4K ﹤0.01%
+62
1078
$4K ﹤0.01%
+222
1079
$4K ﹤0.01%
+61
1080
$4K ﹤0.01%
+59
1081
$4K ﹤0.01%
+180
1082
$4K ﹤0.01%
+14
1083
$4K ﹤0.01%
+343
1084
$4K ﹤0.01%
+115
1085
$4K ﹤0.01%
+54
1086
$4K ﹤0.01%
+174
1087
$4K ﹤0.01%
+61
1088
$4K ﹤0.01%
+186
1089
$4K ﹤0.01%
+236
1090
$4K ﹤0.01%
+300
1091
$4K ﹤0.01%
+523
1092
$4K ﹤0.01%
+186
1093
$4K ﹤0.01%
+199
1094
$3K ﹤0.01%
+200
1095
$3K ﹤0.01%
+37
1096
$3K ﹤0.01%
+61
1097
$3K ﹤0.01%
+300
1098
$3K ﹤0.01%
+180
1099
$3K ﹤0.01%
+100
1100
$3K ﹤0.01%
+17
42 43
44
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