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 17.83%
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%
+107
1177
$2K ﹤0.01%
+33
1178
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+75
1179
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1180
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1181
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1182
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+4
1183
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+18
1184
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1185
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+83
1186
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+35
1187
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+13
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1190
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+149
1191
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+1,253
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+6
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+126
1195
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+49
1196
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+200
1197
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+66
1198
$2K ﹤0.01%
+21
1199
$2K ﹤0.01%
+63
1200
$2K ﹤0.01%
+27
46 47
48
49 50