FFS
Founders Financial Securities Portfolio holdings
AUM
$1.32B
This Quarter Return
+5.52%
1 Year Return
+14.8%
3 Year Return
+52.37%
5 Year Return
+90.78%
10 Year Return
+192.43%
AUM
$693M
AUM Growth
+$693M
(+9.1%)
Cap. Flow
+$34M
Cap. Flow
% of AUM
4.9%
Top 10 Holdings %
Top 10 Hldgs %
30.23%
Holding
344
New
19
Increased
184
Reduced
93
Closed
25
Top Buys
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$10.9M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$9.03M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$8.72M |
| 4 |
Invesco QQQ Trust
QQQ
|
$5.76M |
| 5 |
iShare MSCI Eurozone ETF
EZU
|
$4.98M |
Top Sells
Sector Composition
| 1 | Technology | 5.78% |
| 2 | Financials | 3.38% |
| 3 | Healthcare | 2.89% |
| 4 | Consumer Discretionary | 2.59% |
| 5 | Consumer Staples | 2.42% |
