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
1276
$1K ﹤0.01%
+10
1277
$1K ﹤0.01%
+200
1278
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+21
1279
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+21
1280
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+76
1281
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+20
1282
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+50
1283
$1K ﹤0.01%
+57
1284
$1K ﹤0.01%
+30
1285
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+15
1286
$1K ﹤0.01%
+124
1287
$1K ﹤0.01%
+3
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+9
1289
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+18
1290
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+24
1291
$1K ﹤0.01%
+60
1292
$1K ﹤0.01%
+64
1293
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+5
1294
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+62
1295
$1K ﹤0.01%
+5
1296
$1K ﹤0.01%
+5
1297
$1K ﹤0.01%
+3
1298
$1K ﹤0.01%
+100
1299
$1K ﹤0.01%
+49
1300
$1K ﹤0.01%
+33
50 51
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