FFS

Founders Financial Securities Portfolio holdings

AUM $1.47B
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$7M
3
+$5.58M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.93M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.71M

Top Sells

1
+$11.9M
2
+$4.77M
3
+$3.66M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.86M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.79M

Sector Composition

1 Technology 5.98%
2 Healthcare 2.78%
3 Consumer Discretionary 2.36%
4 Financials 2.32%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23K 0.01%
4,550
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240
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6 7 8 9
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