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
$772M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$5.91M
3
+$3.87M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.77M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.71M

Top Sells

1
+$8.76M
2
+$8.1M
3
+$7.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.73M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.63M

Sector Composition

1 Technology 6.01%
2 Financials 3.29%
3 Healthcare 2.75%
4 Consumer Staples 2.32%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$440K 0.06%
4,986
+1,178
227
$434K 0.06%
598
+53
228
$427K 0.06%
1,133
-8
229
$427K 0.06%
26,737
+200
230
$415K 0.05%
3,450
231
$401K 0.05%
4,963
-78
232
$401K 0.05%
5,280
+2,487
233
$399K 0.05%
2,499
+41
234
$398K 0.05%
13,215
+168
235
$398K 0.05%
5,593
+13
236
$397K 0.05%
3,970
-259
237
$393K 0.05%
3,875
+1,756
238
$388K 0.05%
5,053
-190
239
$383K 0.05%
2,167
+138
240
$382K 0.05%
6,541
+557
241
$375K 0.05%
5,132
-100
242
$370K 0.05%
2,614
+17
243
$370K 0.05%
2,532
-648
244
$366K 0.05%
10,000
245
$362K 0.05%
11,184
-15,684
246
$362K 0.05%
1,683
+128
247
$357K 0.05%
4,720
+2
248
$356K 0.05%
2,100
+276
249
$353K 0.05%
1,754
+139
250
$350K 0.05%
2,277
-765
8 9
10
11 12