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
176
$177K 0.11%
+951
177
$175K 0.1%
+2,087
178
$168K 0.1%
+2,402
179
$166K 0.1%
+1,060
180
$164K 0.1%
+549
181
$164K 0.1%
+6,159
182
$163K 0.1%
+1,680
183
$162K 0.1%
+8,500
184
$162K 0.1%
+1,833
185
$162K 0.1%
+2,042
186
$160K 0.1%
+10,089
187
$160K 0.1%
+3,832
188
$159K 0.1%
+4,454
189
$157K 0.09%
+17,096
190
$157K 0.09%
+2,259
191
$155K 0.09%
+2,547
192
$154K 0.09%
+5,931
193
$153K 0.09%
+1,906
194
$153K 0.09%
+2,460
195
$150K 0.09%
+2,236
196
$149K 0.09%
+2,333
197
$148K 0.09%
+4,446
198
$148K 0.09%
+1,838
199
$147K 0.09%
+3,179
200
$146K 0.09%
+2,311
6 7
8
9 10