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
1176
$2K ﹤0.01%
+20
1177
$2K ﹤0.01%
+60
1178
$2K ﹤0.01%
+13
1179
$2K ﹤0.01%
+200
1180
$2K ﹤0.01%
+686
1181
$2K ﹤0.01%
+15
1182
$2K ﹤0.01%
+107
1183
$2K ﹤0.01%
+33
1184
$2K ﹤0.01%
+75
1185
$2K ﹤0.01%
+90
1186
$2K ﹤0.01%
+30
1187
$2K ﹤0.01%
+26
1188
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+4
1189
$2K ﹤0.01%
+18
1190
$2K ﹤0.01%
+47
1191
$2K ﹤0.01%
+25
1192
$2K ﹤0.01%
+83
1193
$2K ﹤0.01%
+35
1194
$2K ﹤0.01%
+17
1195
$2K ﹤0.01%
+13
1196
$2K ﹤0.01%
+19
1197
$2K ﹤0.01%
+149
1198
$2K ﹤0.01%
+1,253
1199
$2K ﹤0.01%
+6
1200
$2K ﹤0.01%
+136
46 47
48
49 50