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
1076
$4K ﹤0.01%
+300
1077
$4K ﹤0.01%
+523
1078
$4K ﹤0.01%
+186
1079
$4K ﹤0.01%
+199
1080
$4K ﹤0.01%
+2,072
1081
$4K ﹤0.01%
+1,528
1082
$4K ﹤0.01%
+169
1083
$4K ﹤0.01%
+206
1084
$4K ﹤0.01%
+85
1085
$4K ﹤0.01%
+250
1086
$4K ﹤0.01%
+73
1087
$4K ﹤0.01%
+146
1088
$4K ﹤0.01%
+50
1089
$4K ﹤0.01%
+10
1090
$4K ﹤0.01%
+50
1091
$4K ﹤0.01%
+60
1092
$4K ﹤0.01%
+17
1093
$4K ﹤0.01%
+492
1094
$3K ﹤0.01%
+178
1095
$3K ﹤0.01%
+37
1096
$3K ﹤0.01%
+184
1097
$3K ﹤0.01%
+80
1098
$3K ﹤0.01%
+60
1099
$3K ﹤0.01%
+74
1100
$3K ﹤0.01%
+19
42 43
44
45 46