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Home > Institutional Investor > Founders Financial Alliance, Llc > Profile

Instuitional Investor - Founders Financial Alliance, Llc

Fund Profile
Filing Period:
Fund Name: Founders Financial Alliance, Llc
Portfolio Value $257,868,620
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 131,364 $25,291,499 9.8%
2.
Microsoft Corp
 MSFT 31,123 $11,703,548 4.53%
3.
Nvidia Corp
 NVDA 17,998 $8,912,912 3.45%
4.
First Bancorp
 FBNC 171,921 $6,362,789 2.46%
5.
Amazon Com Inc
 AMZN 33,953 $5,158,826 2%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)