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
1126
$3K ﹤0.01%
+87
1127
$3K ﹤0.01%
+1,000
1128
$3K ﹤0.01%
+59
1129
$3K ﹤0.01%
+64
1130
$3K ﹤0.01%
+200
1131
$3K ﹤0.01%
+37
1132
$3K ﹤0.01%
+61
1133
$3K ﹤0.01%
+300
1134
$3K ﹤0.01%
+180
1135
$3K ﹤0.01%
+100
1136
$3K ﹤0.01%
+17
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
47 48