FFS

Founders Financial Securities Portfolio holdings

AUM $1.7B
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.44M
3
+$5.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.8M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$5.69M

Top Sells

1
+$22.7M
2
+$8.71M
3
+$5.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.29M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.88M

Sector Composition

1 Technology 7.77%
2 Financials 3.25%
3 Healthcare 2.33%
4 Consumer Staples 2.02%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$900K 0.07%
21,331
+2,531
252
$899K 0.07%
18,332
+1,438
253
$896K 0.07%
18,660
+1,508
254
$894K 0.07%
17,821
-2,248
255
$893K 0.07%
18,776
+1,518
256
$892K 0.07%
16,628
+1,344
257
$889K 0.07%
19,822
+1,605
258
$887K 0.07%
2,781
-24
259
$886K 0.07%
+3,687
260
$885K 0.07%
+7,538
261
$878K 0.07%
9,655
+2,204
262
$864K 0.07%
16,582
-2,217
263
$864K 0.07%
2,130
-144
264
$856K 0.07%
19,502
+374
265
$842K 0.06%
1,643
+262
266
$837K 0.06%
14,904
+1,754
267
$837K 0.06%
3,530
+76
268
$836K 0.06%
25,567
-41,380
269
$811K 0.06%
1,019
+14
270
$808K 0.06%
3,695
-382
271
$801K 0.06%
+5,653
272
$793K 0.06%
+14,553
273
$786K 0.06%
7,139
+1
274
$782K 0.06%
8,575
-35
275
$779K 0.06%
+21,185
9 10
11
12 13