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 17.84%
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%
+3
1252
$1K ﹤0.01%
+100
1253
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+49
1254
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+12
1255
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+11
1256
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+188
1257
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+100
1258
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+32
1259
$1K ﹤0.01%
+300
1260
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+19
1261
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+15
1262
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+4
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+60
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+60
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+11
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+7
1269
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+58
1270
$1K ﹤0.01%
+1,000
1271
$1K ﹤0.01%
+6
1272
$1K ﹤0.01%
+176
1273
$1K ﹤0.01%
+40
1274
$1K ﹤0.01%
+28
1275
$1K ﹤0.01%
+32
49 50
51
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