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
$693M
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.03M
3
+$8.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.76M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.98M

Top Sells

1
+$37.7M
2
+$7.7M
3
+$3.23M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.21M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.91M

Sector Composition

1 Technology 5.78%
2 Financials 3.38%
3 Healthcare 2.89%
4 Consumer Discretionary 2.59%
5 Consumer Staples 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$258K 0.04%
+1,507
277
$257K 0.04%
4,116
-51,545
278
$242K 0.03%
1,140
-110
279
$240K 0.03%
5,140
-3
280
$239K 0.03%
+2,720
281
$236K 0.03%
+10,685
282
$236K 0.03%
11,635
-85
283
$231K 0.03%
734
284
$229K 0.03%
6,725
+635
285
$228K 0.03%
1,074
+53
286
$228K 0.03%
12,636
-2,667
287
$225K 0.03%
2,200
-269
288
$222K 0.03%
729
-15
289
$221K 0.03%
+1,780
290
$220K 0.03%
12,660
291
$219K 0.03%
7,123
292
$218K 0.03%
4,554
+208
293
$215K 0.03%
20,500
+1,000
294
$215K 0.03%
1,961
295
$215K 0.03%
2,588
+84
296
$213K 0.03%
8,196
297
$210K 0.03%
1,424
298
$205K 0.03%
2,229
299
$204K 0.03%
5,017
300
$202K 0.03%
+2,332
10 11
12
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