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
1201
$2K ﹤0.01%
+126
1202
$2K ﹤0.01%
+49
1203
$2K ﹤0.01%
+200
1204
$2K ﹤0.01%
+66
1205
$2K ﹤0.01%
+68
1206
$2K ﹤0.01%
+21
1207
$2K ﹤0.01%
+63
1208
$2K ﹤0.01%
+44
1209
$2K ﹤0.01%
+27
1210
$2K ﹤0.01%
+112
1211
$2K ﹤0.01%
+1,000
1212
$2K ﹤0.01%
+6
1213
$2K ﹤0.01%
+122
1214
$2K ﹤0.01%
+23
1215
$2K ﹤0.01%
+40
1216
$2K ﹤0.01%
+23
1217
$2K ﹤0.01%
+200
1218
$2K ﹤0.01%
+49
1219
$2K ﹤0.01%
+37
1220
$2K ﹤0.01%
+80
1221
$2K ﹤0.01%
+14
1222
$2K ﹤0.01%
+13
1223
$2K ﹤0.01%
+43
1224
$2K ﹤0.01%
+3
1225
$2K ﹤0.01%
+125
47 48
49
50 51