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
$556M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.61M
3
+$4.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.31M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$2.88M

Top Sells

1
+$3.37M
2
+$3.17M
3
+$2.95M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.6M

Sector Composition

1 Technology 7.6%
2 Consumer Discretionary 4.01%
3 Healthcare 3.15%
4 Financials 2.9%
5 Industrials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$255K 0.05%
+4,621
227
$252K 0.05%
5,223
228
$249K 0.04%
7,123
229
$248K 0.04%
+6,144
230
$247K 0.04%
+1,205
231
$245K 0.04%
1,217
-48
232
$245K 0.04%
13,436
+970
233
$244K 0.04%
2,566
+10
234
$231K 0.04%
+4,386
235
$231K 0.04%
+1,051
236
$228K 0.04%
3,113
-386
237
$226K 0.04%
+1,998
238
$223K 0.04%
2,638
-3,334
239
$220K 0.04%
5,903
240
$220K 0.04%
642
-21
241
$219K 0.04%
+1,945
242
$217K 0.04%
10,068
-2,931
243
$216K 0.04%
+2,450
244
$215K 0.04%
+1,786
245
$211K 0.04%
+1,762
246
$210K 0.04%
+750
247
$209K 0.04%
+1,334
248
$207K 0.04%
8,625
+417
249
$207K 0.04%
4,019
-372
250
$205K 0.04%
+6,400
8 9
10
11 12