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
1226
$2K ﹤0.01%
+9
1227
$2K ﹤0.01%
+400
1228
$2K ﹤0.01%
+400
1229
$2K ﹤0.01%
+271
1230
$2K ﹤0.01%
+44
1231
$2K ﹤0.01%
+177
1232
$1K ﹤0.01%
+15
1233
$1K ﹤0.01%
+19
1234
$1K ﹤0.01%
+18
1235
$1K ﹤0.01%
+4
1236
$1K ﹤0.01%
+60
1237
$1K ﹤0.01%
+60
1238
$1K ﹤0.01%
+11
1239
$1K ﹤0.01%
+7
1240
$1K ﹤0.01%
+58
1241
$1K ﹤0.01%
+1,000
1242
$1K ﹤0.01%
+6
1243
$1K ﹤0.01%
+176
1244
$1K ﹤0.01%
+40
1245
$1K ﹤0.01%
+28
1246
$1K ﹤0.01%
+32
1247
$1K ﹤0.01%
+4
1248
$1K ﹤0.01%
+4
1249
$1K ﹤0.01%
+55
1250
$1K ﹤0.01%
+8
48 49
50
51 52