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
1176
$2K ﹤0.01%
+400
1177
$2K ﹤0.01%
+271
1178
$2K ﹤0.01%
+38
1179
$2K ﹤0.01%
+90
1180
$2K ﹤0.01%
+32
1181
$2K ﹤0.01%
+138
1182
$2K ﹤0.01%
+64
1183
– –
0
1184
$2K ﹤0.01%
+580
1185
$2K ﹤0.01%
+14
1186
$2K ﹤0.01%
+35
1187
$2K ﹤0.01%
+102
1188
$2K ﹤0.01%
+20
1189
$2K ﹤0.01%
+60
1190
$2K ﹤0.01%
+13
1191
$2K ﹤0.01%
+200
1192
$2K ﹤0.01%
+26
1193
$2K ﹤0.01%
+18
1194
$2K ﹤0.01%
+47
1195
$2K ﹤0.01%
+25
1196
$2K ﹤0.01%
+83
1197
$2K ﹤0.01%
+35
1198
$2K ﹤0.01%
+17
1199
$2K ﹤0.01%
+13
1200
$2K ﹤0.01%
+19
46 47
48
49 50