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
1326
$1K ﹤0.01%
+7,000
1327
$1K ﹤0.01%
+100
1328
$1K ﹤0.01%
+50
1329
$1K ﹤0.01%
+98
1330
$1K ﹤0.01%
+13
1331
$0 ﹤0.01%
+9
1332
$0 ﹤0.01%
+33
1333
$0 ﹤0.01%
+27
1334
$0 ﹤0.01%
+10
1335
$0 ﹤0.01%
+6
1336
$0 ﹤0.01%
+35
1337
$0 ﹤0.01%
+15
1338
$0 ﹤0.01%
+17
1339
$0 ﹤0.01%
+34
1340
$0 ﹤0.01%
+10
1341
$0 ﹤0.01%
+2
1342
$0 ﹤0.01%
+9
1343
$0 ﹤0.01%
+8
1344
$0 ﹤0.01%
+20
1345
$0 ﹤0.01%
+50
1346
$0 ﹤0.01%
+20
1347
$0 ﹤0.01%
+136
1348
$0 ﹤0.01%
+41
1349
$0 ﹤0.01%
+10
1350
$0 ﹤0.01%
+125
52 53
54
55 56