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
$504M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.54M
3
+$3.13M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.93M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.7M

Top Sells

1
+$5.98M
2
+$4.93M
3
+$3.67M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.42M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.4M

Sector Composition

1 Technology 7.68%
2 Consumer Discretionary 3.85%
3 Healthcare 3.19%
4 Financials 3.06%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$305K 0.06%
2,619
-25
227
$305K 0.06%
+8,000
228
$304K 0.06%
+5,634
229
$294K 0.06%
+1,430
230
$293K 0.06%
+2,129
231
$292K 0.06%
2,522
+1
232
$292K 0.06%
+1,795
233
$289K 0.06%
6,557
234
$286K 0.06%
1,000
235
$285K 0.06%
3,474
+291
236
$282K 0.06%
2,457
+130
237
$274K 0.05%
1,135
+493
238
$273K 0.05%
+3,508
239
$268K 0.05%
+4,593
240
$268K 0.05%
1,009
+226
241
$267K 0.05%
+1,061
242
$265K 0.05%
+2,761
243
$264K 0.05%
3,067
-11,760
244
$264K 0.05%
7,105
+525
245
$260K 0.05%
+167
246
$260K 0.05%
+948
247
$259K 0.05%
+16,178
248
$255K 0.05%
2,253
249
$254K 0.05%
1,585
-258
250
$254K 0.05%
7,123
8 9
10
11 12