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
$901M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.8M
3
+$4.34M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.02M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$3.86M

Top Sells

1
+$4.6M
2
+$4.17M
3
+$4.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.86M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.35M

Sector Composition

1 Technology 6.84%
2 Financials 3.55%
3 Healthcare 2.85%
4 Consumer Staples 2.3%
5 Consumer Discretionary 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$586K 0.07%
6,107
+219
227
$585K 0.07%
50,379
+3,074
228
$579K 0.06%
14,375
+1,392
229
$578K 0.06%
16,104
+1,632
230
$574K 0.06%
8,474
+135
231
$563K 0.06%
24,788
-2,100
232
$563K 0.06%
19,562
+2,429
233
$561K 0.06%
25,476
-150
234
$553K 0.06%
5,254
-39
235
$552K 0.06%
2,916
+180
236
$534K 0.06%
+5,695
237
$531K 0.06%
+6,252
238
$529K 0.06%
2,112
-1,972
239
$525K 0.06%
+12,276
240
$512K 0.06%
636
+38
241
$512K 0.06%
5,022
+36
242
$511K 0.06%
8,415
+2,974
243
$509K 0.06%
+24,020
244
$506K 0.06%
1,266
+133
245
$501K 0.06%
+5,083
246
$501K 0.06%
1,814
+131
247
$492K 0.05%
12,575
+212
248
$485K 0.05%
10,553
+4,454
249
$484K 0.05%
14,732
-401
250
$484K 0.05%
2,532
-2,447
8 9
10
11 12