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FFS

Founders Financial Securities Portfolio holdings

AUM $1.77B
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.4M
3
+$2.69M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.61M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.6M

Top Sells

1
+$8.71M
2
+$4.49M
3
+$4.12M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.09M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$1.7M

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 3.79%
3 Financials 3.12%
4 Healthcare 2.99%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$113K 0.02%
25,000
252
$78K 0.02%
13,850
+2,000
253
$50K 0.01%
20,000
254
$41K 0.01%
1,938
+563
255
$19K ﹤0.01%
+808
256
$18K ﹤0.01%
35,000
+5,000
257
$13K ﹤0.01%
+400
258
$6K ﹤0.01%
11,915
259
– –
-6,953
260
– –
-6,212
261
– –
-825
262
– –
-2,714
263
– –
-6,092
264
– –
-13,524
265
– –
-11,880
266
– –
-1,407
267
– –
-7,050
268
– –
-29,486
269
– –
-750
270
– –
-2,907
271
– –
-111,899
272
– –
-9,804
273
– –
-33,665
274
– –
-23,001
275
– –
-10,379
9 10
11
12 13