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
$434M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$4.19M
3
+$3.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3M

Top Sells

1
+$10.4M
2
+$7.07M
3
+$6.57M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$5.8M
5
BND icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$251K 0.06%
6,683
-74
227
$249K 0.06%
4,020
-24
228
$243K 0.06%
+650
229
$237K 0.05%
10,385
-2,646
230
$237K 0.05%
+2,532
231
$236K 0.05%
+2,327
232
$235K 0.05%
2,070
233
$233K 0.05%
+6,580
234
$231K 0.05%
+4,380
235
$230K 0.05%
2,253
-13
236
$228K 0.05%
+1,920
237
$224K 0.05%
+2,523
238
$222K 0.05%
1,247
239
$219K 0.05%
773
-532
240
$218K 0.05%
4,787
241
$217K 0.05%
879
+108
242
$213K 0.05%
+4,266
243
$213K 0.05%
+6,750
244
$210K 0.05%
+783
245
$206K 0.05%
+642
246
$206K 0.05%
+1,573
247
$204K 0.05%
2,615
248
$203K 0.05%
6,239
-9
249
$202K 0.05%
+5,903
250
$201K 0.05%
+828
7 8 9
10
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