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
$901M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.8M
3
+$4.34M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.02M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$3.86M

Top Sells

1
+$4.6M
2
+$4.17M
3
+$4.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.86M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.35M

Sector Composition

1 Technology 6.84%
2 Financials 3.55%
3 Healthcare 2.85%
4 Consumer Staples 2.3%
5 Consumer Discretionary 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$482K 0.05%
11,735
-290
252
$475K 0.05%
+3,509
253
$474K 0.05%
41,893
-1,251
254
$468K 0.05%
4,037
+67
255
$467K 0.05%
5,233
+101
256
$466K 0.05%
+4,994
257
$465K 0.05%
+10,285
258
$457K 0.05%
5,738
+145
259
$455K 0.05%
3,146
+205
260
$452K 0.05%
3,092
+812
261
$451K 0.05%
26,757
+20
262
$449K 0.05%
8,175
+3,124
263
$445K 0.05%
4,701
-796
264
$437K 0.05%
1,836
+82
265
$433K 0.05%
693
+53
266
$419K 0.05%
5,076
+23
267
$416K 0.05%
3,150
-300
268
$412K 0.05%
2,367
+90
269
$410K 0.05%
13,158
-57
270
$410K 0.05%
+4,625
271
$409K 0.05%
1,857
-2,818
272
$408K 0.05%
1,002
+28
273
$406K 0.05%
+9,911
274
$405K 0.05%
6,602
+61
275
$404K 0.04%
12,571
+913
9 10
11
12 13