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
201
$144K 0.09%
+1,595
202
$144K 0.09%
+1,361
203
$139K 0.08%
+7,553
204
$139K 0.08%
+4,868
205
$139K 0.08%
+4,666
206
$138K 0.08%
+1,479
207
$137K 0.08%
+1,900
208
$135K 0.08%
+9,628
209
$135K 0.08%
+428
210
$134K 0.08%
+374
211
$134K 0.08%
+1,462
212
$130K 0.08%
+10,887
213
$130K 0.08%
+1,205
214
$129K 0.08%
+1,878
215
$128K 0.08%
+1,766
216
$127K 0.08%
+4,554
217
$127K 0.08%
+2,558
218
$127K 0.08%
+270
219
$125K 0.07%
+4,235
220
$125K 0.07%
+2,273
221
$124K 0.07%
+2,136
222
$124K 0.07%
+1,677
223
$121K 0.07%
+3,348
224
$121K 0.07%
+6,215
225
$121K 0.07%
+2,462
7 8
9
10 11