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
$434M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$4.16M
3
+$3.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.92M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.86M

Top Sells

1
+$10M
2
+$6.85M
3
+$6.53M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$5.92M
5
BND icon
Vanguard Total Bond Market
BND
+$4.48M

Sector Composition

1 Technology 6.65%
2 Healthcare 3.13%
3 Financials 3.13%
4 Consumer Discretionary 3.03%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$200K 0.05%
883
-410
252
$194K 0.04%
+11,491
253
$92K 0.02%
4,550
254
$84K 0.02%
4,167
255
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-4,464
256
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-2,076
257
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-8,342
258
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259
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260
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-33,483
261
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-680
262
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263
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-1,947
264
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-2,780
265
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-3,816
266
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-1,944
267
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-1,740
268
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-8,282
269
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-9,576
270
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-5,089
271
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-1,096
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