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
$772M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$5.91M
3
+$3.87M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.77M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.71M

Top Sells

1
+$8.76M
2
+$8.1M
3
+$7.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.73M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.63M

Sector Composition

1 Technology 6.01%
2 Financials 3.29%
3 Healthcare 2.75%
4 Consumer Staples 2.32%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$277K 0.04%
2,017
+36
277
$277K 0.04%
1,588
+135
278
$274K 0.04%
8,191
-1,333
279
$271K 0.04%
8,443
-39
280
$271K 0.04%
+5,051
281
$269K 0.03%
3,651
-7
282
$266K 0.03%
12,380
+3,330
283
$266K 0.03%
31,016
-2,750
284
$265K 0.03%
6,099
+3
285
$264K 0.03%
1,580
+173
286
$263K 0.03%
5,747
287
$261K 0.03%
6,879
-152
288
$260K 0.03%
3,205
-58,367
289
$259K 0.03%
12,526
-603
290
$258K 0.03%
2,529
291
$246K 0.03%
15,369
+690
292
$245K 0.03%
+11,422
293
$238K 0.03%
4,260
294
$227K 0.03%
2,447
-241
295
$222K 0.03%
8,092
+343
296
$220K 0.03%
1,148
+47
297
$219K 0.03%
+700
298
$218K 0.03%
+989
299
$215K 0.03%
12,692
300
$215K 0.03%
+2,677
10 11
12
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