FFS
Founders Financial Securities Portfolio holdings
AUM
$1.32B
1-Year Return
14.8%
This Quarter Return
-3.86%
1 Year Return
+14.8%
3 Year Return
+52.37%
5 Year Return
+90.78%
10 Year Return
+192.43%
AUM
$564M
AUM Growth
+$8.35M
(+1.5%)
Cap. Flow
+$33.1M
Cap. Flow
% of AUM
5.86%
Top 10 Holdings %
Top 10 Hldgs %
36.98%
Holding
293
New
31
Increased
141
Reduced
69
Closed
35
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$15.4M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$14M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$9.49M |
| 4 |
Fidelity Total Bond ETF
FBND
|
$9.28M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$7.22M |
Top Sells
Sector Composition
| 1 | Technology | 6.49% |
| 2 | Financials | 3.49% |
| 3 | Healthcare | 3.31% |
| 4 | Industrials | 2.51% |
| 5 | Consumer Discretionary | 2.5% |
