FFS
Founders Financial Securities Portfolio holdings
AUM
$1.32B
1-Year Return
14.8%
This Quarter Return
+6.06%
1 Year Return
+14.8%
3 Year Return
+52.37%
5 Year Return
+90.78%
10 Year Return
+192.43%
AUM
$434M
AUM Growth
+$16.4M
(+3.9%)
Cap. Flow
-$1.82M
Cap. Flow
% of AUM
-0.42%
Top 10 Holdings %
Top 10 Hldgs %
38.34%
Holding
271
New
45
Increased
129
Reduced
69
Closed
17
Top Buys
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$10.4M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$7.07M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$6.57M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$5.8M |
| 5 |
Vanguard Total Bond Market
BND
|
$4.4M |
Sector Composition
| 1 | Technology | 6.65% |
| 2 | Healthcare | 3.13% |
| 3 | Financials | 3.13% |
| 4 | Consumer Discretionary | 3.03% |
| 5 | Industrials | 2.72% |
