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
$772M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$5.91M
3
+$3.87M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.77M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.71M

Top Sells

1
+$8.76M
2
+$8.1M
3
+$7.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.73M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.63M

Sector Composition

1 Technology 6.01%
2 Financials 3.29%
3 Healthcare 2.75%
4 Consumer Staples 2.32%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$348K 0.05%
+15,503
252
$339K 0.04%
974
+73
253
$336K 0.04%
2,548
+619
254
$336K 0.04%
5,539
-549
255
$330K 0.04%
2,280
+243
256
$329K 0.04%
+7,612
257
$329K 0.04%
11,658
-998
258
$328K 0.04%
4,792
-1,760
259
$327K 0.04%
+1,065
260
$327K 0.04%
640
+56
261
$327K 0.04%
+2,941
262
$325K 0.04%
3,483
+246
263
$321K 0.04%
3,251
+330
264
$314K 0.04%
+2,837
265
$312K 0.04%
5,441
-611
266
$308K 0.04%
3,304
+184
267
$299K 0.04%
+5,408
268
$297K 0.04%
3,354
-14,982
269
$291K 0.04%
1,842
+243
270
$288K 0.04%
+5,583
271
$287K 0.04%
3,142
-763
272
$286K 0.04%
1,000
273
$282K 0.04%
13,622
-1,194
274
$280K 0.04%
2,723
275
$277K 0.04%
2,858
-420
9 10
11
12 13