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
1151
$2K ﹤0.01%
+100
1152
$2K ﹤0.01%
+38
1153
$2K ﹤0.01%
+90
1154
$2K ﹤0.01%
+32
1155
$2K ﹤0.01%
+138
1156
$2K ﹤0.01%
+64
1157
– –
0
1158
$2K ﹤0.01%
+580
1159
$2K ﹤0.01%
+14
1160
$2K ﹤0.01%
+36
1161
$2K ﹤0.01%
+104
1162
$2K ﹤0.01%
+57
1163
$2K ﹤0.01%
+32
1164
$2K ﹤0.01%
+58
1165
$2K ﹤0.01%
+100
1166
$2K ﹤0.01%
+200
1167
$2K ﹤0.01%
+22
1168
$2K ﹤0.01%
+101
1169
$2K ﹤0.01%
+38
1170
$2K ﹤0.01%
+60
1171
$2K ﹤0.01%
+16
1172
$2K ﹤0.01%
+50
1173
$2K ﹤0.01%
+61
1174
$2K ﹤0.01%
+35
1175
$2K ﹤0.01%
+102
45 46
47
48 49