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
$1.06B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.13M
3
+$2.97M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.93M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.64M

Top Sells

1
+$6.22M
2
+$3.46M
3
+$2.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.32M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.53M

Sector Composition

1 Technology 8.27%
2 Financials 3.39%
3 Healthcare 2.58%
4 Consumer Staples 2.18%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$714K 0.07%
16,586
+5,777
227
$714K 0.07%
10,708
-89
228
$707K 0.07%
2,359
-120
229
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+6,035
230
$702K 0.07%
24,792
+2,433
231
$689K 0.07%
3,271
+168
232
$688K 0.07%
5,028
-2,269
233
$684K 0.06%
17,760
+542
234
$682K 0.06%
9,189
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235
$679K 0.06%
7,338
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236
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8,043
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237
$672K 0.06%
55,412
+13,869
238
$664K 0.06%
9,381
+1,847
239
$664K 0.06%
4,176
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240
$651K 0.06%
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241
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242
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10,155
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243
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3,665
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244
$632K 0.06%
76,511
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245
$626K 0.06%
6,085
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246
$624K 0.06%
34,344
+2,307
247
$623K 0.06%
3,422
+484
248
$622K 0.06%
11,106
-4,350
249
$620K 0.06%
10,866
-60
250
$616K 0.06%
5,190
8 9
10
11 12