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
1226
$2K ﹤0.01%
+136
1227
$2K ﹤0.01%
+9
1228
$2K ﹤0.01%
+177
1229
$2K ﹤0.01%
+400
1230
$2K ﹤0.01%
+400
1231
$2K ﹤0.01%
+271
1232
$1K ﹤0.01%
+6
1233
$1K ﹤0.01%
+15
1234
$1K ﹤0.01%
+19
1235
$1K ﹤0.01%
+18
1236
$1K ﹤0.01%
+4
1237
$1K ﹤0.01%
+60
1238
$1K ﹤0.01%
+52
1239
$1K ﹤0.01%
+27
1240
$1K ﹤0.01%
+42
1241
$1K ﹤0.01%
+5
1242
$1K ﹤0.01%
+50
1243
$1K ﹤0.01%
+60
1244
$1K ﹤0.01%
+11
1245
$1K ﹤0.01%
+7
1246
$1K ﹤0.01%
+58
1247
$1K ﹤0.01%
+1,000
1248
$1K ﹤0.01%
+6
1249
$1K ﹤0.01%
+176
1250
$1K ﹤0.01%
+40
48 49
50
51 52