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
1201
$2K ﹤0.01%
+112
1202
$2K ﹤0.01%
+1,000
1203
$2K ﹤0.01%
+6
1204
$2K ﹤0.01%
+122
1205
$2K ﹤0.01%
+13
1206
$2K ﹤0.01%
+43
1207
$2K ﹤0.01%
+38
1208
$2K ﹤0.01%
+580
1209
$2K ﹤0.01%
+14
1210
$2K ﹤0.01%
+104
1211
$2K ﹤0.01%
+57
1212
$2K ﹤0.01%
+25
1213
$2K ﹤0.01%
+68
1214
$2K ﹤0.01%
+100
1215
$2K ﹤0.01%
+23
1216
$2K ﹤0.01%
+40
1217
$2K ﹤0.01%
+23
1218
$2K ﹤0.01%
+200
1219
$2K ﹤0.01%
+49
1220
$2K ﹤0.01%
+37
1221
$2K ﹤0.01%
+80
1222
$2K ﹤0.01%
+14
1223
$2K ﹤0.01%
+3
1224
$2K ﹤0.01%
+125
1225
$2K ﹤0.01%
+136
47 48
49
50 51