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
1101
$3K ﹤0.01%
+116
1102
$3K ﹤0.01%
+3
1103
$3K ﹤0.01%
+6
1104
$3K ﹤0.01%
+100
1105
$3K ﹤0.01%
+25
1106
$3K ﹤0.01%
+123
1107
$3K ﹤0.01%
+212
1108
$3K ﹤0.01%
+37
1109
$3K ﹤0.01%
+61
1110
$3K ﹤0.01%
+300
1111
$3K ﹤0.01%
+180
1112
$3K ﹤0.01%
+100
1113
$3K ﹤0.01%
+17
1114
$3K ﹤0.01%
+33
1115
$3K ﹤0.01%
+29
1116
$3K ﹤0.01%
+129
1117
$3K ﹤0.01%
+58
1118
$3K ﹤0.01%
+50
1119
$3K ﹤0.01%
+64
1120
$3K ﹤0.01%
+75
1121
$3K ﹤0.01%
+300
1122
$3K ﹤0.01%
+500
1123
$3K ﹤0.01%
+100
1124
$3K ﹤0.01%
+42
1125
$3K ﹤0.01%
+57
43 44
45
46 47