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
1151
$2K ﹤0.01%
+36
1152
$2K ﹤0.01%
+104
1153
$2K ﹤0.01%
+57
1154
$2K ﹤0.01%
+32
1155
$2K ﹤0.01%
+58
1156
$2K ﹤0.01%
+100
1157
$2K ﹤0.01%
+200
1158
$2K ﹤0.01%
+22
1159
$2K ﹤0.01%
+101
1160
$2K ﹤0.01%
+38
1161
$2K ﹤0.01%
+60
1162
$2K ﹤0.01%
+16
1163
$2K ﹤0.01%
+50
1164
$2K ﹤0.01%
+61
1165
$2K ﹤0.01%
+686
1166
$2K ﹤0.01%
+15
1167
$2K ﹤0.01%
+107
1168
$2K ﹤0.01%
+33
1169
$2K ﹤0.01%
+75
1170
$2K ﹤0.01%
+90
1171
$2K ﹤0.01%
+30
1172
$2K ﹤0.01%
+4
1173
$2K ﹤0.01%
+44
1174
$2K ﹤0.01%
+177
1175
$2K ﹤0.01%
+400
45 46
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48 49