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
$497M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.26M
3
+$2.61M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.52M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M

Top Sells

1
+$8.55M
2
+$4.39M
3
+$4.12M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.05M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$1.67M

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 3.79%
3 Financials 3.12%
4 Healthcare 2.99%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$260K 0.05%
+1,900
227
$254K 0.05%
3,084
+70
228
$252K 0.05%
4,835
+116
229
$252K 0.05%
2,253
230
$252K 0.05%
1,860
-10,370
231
$243K 0.05%
7,123
232
$242K 0.05%
5,223
233
$242K 0.05%
1,011
+2
234
$242K 0.05%
2,556
+31
235
$239K 0.05%
+3,510
236
$236K 0.05%
1,718
+110
237
$234K 0.05%
3,499
+25
238
$233K 0.05%
2,636
-3,980
239
$231K 0.05%
+4,391
240
$226K 0.05%
1,263
+16
241
$222K 0.04%
663
+11
242
$221K 0.04%
6,627
-282
243
$215K 0.04%
3,566
+152
244
$213K 0.04%
5,903
245
$212K 0.04%
3,006
-94
246
$211K 0.04%
2,017
-602
247
$201K 0.04%
+2,982
248
$164K 0.03%
8,208
249
$142K 0.03%
708
+73
250
$114K 0.02%
4,550
8 9
10
11 12