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
1126
$3K ﹤0.01%
+100
1127
$3K ﹤0.01%
+25
1128
$3K ﹤0.01%
+123
1129
$3K ﹤0.01%
+212
1130
$3K ﹤0.01%
+160
1131
$3K ﹤0.01%
+52
1132
$3K ﹤0.01%
+77
1133
$3K ﹤0.01%
+87
1134
$3K ﹤0.01%
+1,000
1135
$3K ﹤0.01%
+59
1136
$3K ﹤0.01%
+64
1137
$3K ﹤0.01%
+6
1138
$3K ﹤0.01%
+18
1139
$3K ﹤0.01%
+205
1140
$3K ﹤0.01%
+33
1141
$3K ﹤0.01%
+29
1142
$3K ﹤0.01%
+129
1143
$3K ﹤0.01%
+58
1144
$3K ﹤0.01%
+50
1145
$3K ﹤0.01%
+64
1146
$3K ﹤0.01%
+75
1147
$3K ﹤0.01%
+300
1148
$3K ﹤0.01%
+500
1149
$3K ﹤0.01%
+100
1150
$3K ﹤0.01%
+300
44 45
46
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