FFS
Founders Financial Securities Portfolio holdings
AUM
$1.32B
1-Year Return
14.8%
This Quarter Return
-10.48%
1 Year Return
+14.8%
3 Year Return
+52.37%
5 Year Return
+90.78%
10 Year Return
+192.43%
AUM
$512M
AUM Growth
-$52.9M
(-9.4%)
Cap. Flow
+$20.2M
Cap. Flow
% of AUM
3.94%
Top 10 Holdings %
Top 10 Hldgs %
40.35%
Holding
305
New
47
Increased
99
Reduced
103
Closed
43
Top Buys
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$7.45M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$7.29M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$6.51M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$6.33M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$3.65M |
Sector Composition
| 1 | Technology | 5.74% |
| 2 | Healthcare | 3.62% |
| 3 | Financials | 3.21% |
| 4 | Industrials | 2.54% |
| 5 | Consumer Discretionary | 2.51% |
