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
$901M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.8M
3
+$4.34M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.02M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$3.86M

Top Sells

1
+$4.6M
2
+$4.17M
3
+$4.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.86M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.35M

Sector Composition

1 Technology 6.84%
2 Financials 3.55%
3 Healthcare 2.85%
4 Consumer Staples 2.3%
5 Consumer Discretionary 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$404K 0.04%
2,738
+15
277
$397K 0.04%
+12,311
278
$396K 0.04%
+9,156
279
$388K 0.04%
5,741
+2,410
280
$382K 0.04%
5,081
+289
281
$372K 0.04%
16,391
+4,011
282
$364K 0.04%
+11,073
283
$358K 0.04%
1,403
-177
284
$356K 0.04%
2,742
+128
285
$350K 0.04%
+6,973
286
$350K 0.04%
1,514
+525
287
$344K 0.04%
5,523
-60
288
$340K 0.04%
3,304
289
$339K 0.04%
+2,090
290
$336K 0.04%
1,594
+6
291
$334K 0.04%
+6,536
292
$332K 0.04%
3,183
+41
293
$331K 0.04%
4,963
294
$325K 0.04%
+1,346
295
$325K 0.04%
4,746
+26
296
$322K 0.04%
+6,115
297
$319K 0.04%
2,094
-438
298
$315K 0.04%
3,512
+261
299
$313K 0.03%
+3,293
300
$312K 0.03%
+12,420
10 11
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