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
1276
$1K ﹤0.01%
+4
1277
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+4
1278
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+55
1279
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+220
1280
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+90
1281
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+83
1282
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+50
1283
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+8
1284
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+21
1285
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+100
1286
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+13
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+5
1290
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+10
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+200
1292
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+21
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1294
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+76
1295
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+20
1296
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+50
1297
$1K ﹤0.01%
+57
1298
$1K ﹤0.01%
+30
1299
$1K ﹤0.01%
+15
1300
$1K ﹤0.01%
+124
50 51
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