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
1101
$3K ﹤0.01%
+214
1102
$3K ﹤0.01%
+178
1103
$3K ﹤0.01%
+37
1104
$3K ﹤0.01%
+184
1105
$3K ﹤0.01%
+80
1106
$3K ﹤0.01%
+60
1107
$3K ﹤0.01%
+74
1108
$3K ﹤0.01%
+19
1109
$3K ﹤0.01%
+116
1110
$3K ﹤0.01%
+143
1111
$3K ﹤0.01%
+341
1112
$3K ﹤0.01%
+16
1113
$3K ﹤0.01%
+268
1114
$3K ﹤0.01%
+41
1115
$3K ﹤0.01%
+83
1116
$3K ﹤0.01%
+500
1117
$3K ﹤0.01%
+3
1118
$3K ﹤0.01%
+6
1119
$3K ﹤0.01%
+100
1120
$3K ﹤0.01%
+25
1121
$3K ﹤0.01%
+123
1122
$3K ﹤0.01%
+212
1123
$3K ﹤0.01%
+160
1124
$3K ﹤0.01%
+52
1125
$3K ﹤0.01%
+77
43 44
45
46 47