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
1251
$1K ﹤0.01%
+28
1252
$1K ﹤0.01%
+32
1253
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+4
1254
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+4
1255
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+55
1256
$1K ﹤0.01%
+220
1257
$1K ﹤0.01%
+90
1258
$1K ﹤0.01%
+83
1259
$1K ﹤0.01%
+50
1260
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+8
1261
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+21
1262
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+100
1263
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+13
1264
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+59
1265
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+16
1266
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+5
1267
$1K ﹤0.01%
+14
1268
$1K ﹤0.01%
+6
1269
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+4
1270
$1K ﹤0.01%
+750
1271
$1K ﹤0.01%
+40
1272
$1K ﹤0.01%
+17
1273
$1K ﹤0.01%
+43
1274
$1K ﹤0.01%
+18
1275
$1K ﹤0.01%
+7
49 50
51
52 53