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
$693M
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.03M
3
+$8.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.76M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.98M

Top Sells

1
+$37.7M
2
+$7.7M
3
+$3.23M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.21M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.91M

Sector Composition

1 Technology 5.78%
2 Financials 3.38%
3 Healthcare 2.89%
4 Consumer Discretionary 2.59%
5 Consumer Staples 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$333K 0.05%
13,234
+94
252
$323K 0.05%
6,418
+1,556
253
$317K 0.05%
19,444
-3,000
254
$315K 0.05%
8,425
-1,439
255
$313K 0.05%
46,020
-4,190
256
$310K 0.04%
1,578
-5
257
$307K 0.04%
1,613
-45
258
$302K 0.04%
2,694
+130
259
$301K 0.04%
5,963
-155
260
$301K 0.04%
1,455
+80
261
$297K 0.04%
1,012
262
$296K 0.04%
4,581
-335
263
$294K 0.04%
3,859
-1,123
264
$287K 0.04%
3,120
+330
265
$286K 0.04%
2,980
+166
266
$284K 0.04%
+5,636
267
$284K 0.04%
+12,300
268
$282K 0.04%
7,155
-100
269
$278K 0.04%
+8,588
270
$274K 0.04%
2,580
-1,214
271
$272K 0.04%
2,795
-127
272
$271K 0.04%
6,097
273
$269K 0.04%
+2,746
274
$268K 0.04%
4,260
275
$261K 0.04%
3,257
-8,558
9 10
11
12 13