FFS

Founders Financial Securities Portfolio holdings

AUM $1.7B
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.44M
3
+$5.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.8M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$5.69M

Top Sells

1
+$22.7M
2
+$8.71M
3
+$5.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.29M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.88M

Sector Composition

1 Technology 7.77%
2 Financials 3.25%
3 Healthcare 2.33%
4 Consumer Staples 2.02%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.03M 0.08%
36,026
+1,966
227
$1.03M 0.08%
17,617
+533
228
$1.02M 0.08%
+33,571
229
$1.02M 0.08%
7,715
+197
230
$1.02M 0.08%
1,932
-153
231
$1.01M 0.08%
3,582
+102
232
$1.01M 0.08%
16,604
+287
233
$1.01M 0.08%
23,313
-629
234
$1.01M 0.08%
10,910
235
$1M 0.08%
25,666
-1,062
236
$1M 0.08%
25,133
-465
237
$1M 0.08%
27,473
-582
238
$999K 0.08%
13,441
+71
239
$990K 0.08%
21,220
+1,559
240
$982K 0.07%
18,733
+1,300
241
$974K 0.07%
25,412
-577
242
$956K 0.07%
6,338
+137
243
$946K 0.07%
3,941
+40
244
$939K 0.07%
7,854
+110
245
$939K 0.07%
5,060
+54
246
$934K 0.07%
7,055
+188
247
$932K 0.07%
+25,577
248
$915K 0.07%
20,441
+1,648
249
$909K 0.07%
14,509
+62
250
$901K 0.07%
17,417
+1,380
8 9
10
11 12