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
$504M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.54M
3
+$3.13M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.93M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.7M

Top Sells

1
+$5.98M
2
+$4.93M
3
+$3.67M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.42M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.4M

Sector Composition

1 Technology 7.68%
2 Consumer Discretionary 3.85%
3 Healthcare 3.19%
4 Financials 3.06%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$253K 0.05%
+18,592
252
$253K 0.05%
825
-54
253
$253K 0.05%
4,719
-722
254
$250K 0.05%
2,525
+2
255
$249K 0.05%
+6,707
256
$246K 0.05%
+3,014
257
$245K 0.05%
1,025
+16
258
$245K 0.05%
+6,092
259
$245K 0.05%
+707
260
$242K 0.05%
+3,100
261
$241K 0.05%
5,223
+436
262
$239K 0.05%
1,920
263
$235K 0.05%
+3,414
264
$234K 0.05%
1,407
-45
265
$233K 0.05%
6,909
+670
266
$232K 0.05%
+559
267
$231K 0.05%
773
268
$230K 0.05%
+1,880
269
$230K 0.05%
652
+2
270
$229K 0.05%
+3,621
271
$228K 0.05%
1,247
272
$228K 0.05%
2,070
273
$227K 0.05%
7,050
+300
274
$226K 0.04%
10,399
+14
275
$223K 0.04%
+3,092
9 10
11
12 13