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 17.83%
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
1301
$1K ﹤0.01%
+42
1302
– –
0
1303
$1K ﹤0.01%
+60
1304
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+1
1305
$1K ﹤0.01%
+200
1306
$1K ﹤0.01%
+500
1307
$1K ﹤0.01%
+10
1308
$1K ﹤0.01%
+7,000
1309
$1K ﹤0.01%
+100
1310
$1K ﹤0.01%
+50
1311
$1K ﹤0.01%
+98
1312
$1K ﹤0.01%
+13
1313
$1K ﹤0.01%
+52
1314
$1K ﹤0.01%
+27
1315
$1K ﹤0.01%
+42
1316
$1K ﹤0.01%
+5
1317
$1K ﹤0.01%
+50
1318
$1K ﹤0.01%
+5
1319
$1K ﹤0.01%
+62
1320
$1K ﹤0.01%
+5
1321
$1K ﹤0.01%
+5
1322
$1K ﹤0.01%
+3
1323
$1K ﹤0.01%
+100
1324
$1K ﹤0.01%
+12
1325
$1K ﹤0.01%
+11
51 52
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