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
1301
$1K ﹤0.01%
+12
1302
$1K ﹤0.01%
+24
1303
$1K ﹤0.01%
+5
1304
$1K ﹤0.01%
+12
1305
$1K ﹤0.01%
+5
1306
$1K ﹤0.01%
+42
1307
$1K ﹤0.01%
+50
1308
$1K ﹤0.01%
+14
1309
– –
0
1310
$1K ﹤0.01%
+60
1311
$1K ﹤0.01%
+1
1312
$1K ﹤0.01%
+200
1313
$1K ﹤0.01%
+50
1314
$1K ﹤0.01%
+7
1315
$1K ﹤0.01%
+500
1316
$1K ﹤0.01%
+11
1317
$1K ﹤0.01%
+188
1318
$1K ﹤0.01%
+100
1319
$1K ﹤0.01%
+32
1320
$1K ﹤0.01%
+300
1321
$1K ﹤0.01%
+19
1322
$1K ﹤0.01%
+83
1323
$1K ﹤0.01%
+39
1324
$1K ﹤0.01%
+500
1325
$1K ﹤0.01%
+10
51 52
53
54 55