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
$1.06B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.13M
3
+$2.97M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.93M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.64M

Top Sells

1
+$6.22M
2
+$3.46M
3
+$2.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.32M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.53M

Sector Composition

1 Technology 8.27%
2 Financials 3.39%
3 Healthcare 2.58%
4 Consumer Staples 2.18%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$612K 0.06%
15,419
+518
252
$611K 0.06%
1,594
+111
253
$608K 0.06%
27,349
+63
254
$603K 0.06%
8,182
-2,029
255
$599K 0.06%
15,589
+4,694
256
$598K 0.06%
18,945
+5,755
257
$596K 0.06%
6,428
+858
258
$590K 0.06%
1,259
+73
259
$586K 0.06%
2,531
+1,056
260
$572K 0.05%
11,408
-1,450
261
$572K 0.05%
3,131
+308
262
$571K 0.05%
6,226
-848
263
$569K 0.05%
2,802
+47
264
$568K 0.05%
13,244
-14,721
265
$567K 0.05%
862
+143
266
$565K 0.05%
13,612
+1,212
267
$563K 0.05%
12,614
+551
268
$561K 0.05%
5,783
+167
269
$560K 0.05%
11,209
+510
270
$559K 0.05%
739
+62
271
$555K 0.05%
2,483
+114
272
$554K 0.05%
10,849
+6,505
273
$552K 0.05%
+25,776
274
$551K 0.05%
12,598
+886
275
$543K 0.05%
4,920
+1,592
9 10
11
12 13