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FFS

Founders Financial Securities Portfolio holdings

AUM $1.77B
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14M
3
+$9.54M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$9.36M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$7.45M

Top Sells

1
+$19M
2
+$10.2M
3
+$7.71M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.61M

Sector Composition

1 Technology 6.49%
2 Financials 3.49%
3 Healthcare 3.31%
4 Industrials 2.51%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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279
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