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
$1.06B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.13M
3
+$2.97M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.93M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.64M

Top Sells

1
+$6.22M
2
+$3.46M
3
+$2.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.32M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.53M

Sector Composition

1 Technology 8.27%
2 Financials 3.39%
3 Healthcare 2.58%
4 Consumer Staples 2.18%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$538K 0.05%
2,356
-20
277
$529K 0.05%
3,709
+2,017
278
$525K 0.05%
+6,698
279
$522K 0.05%
13,137
+5,390
280
$518K 0.05%
+11,602
281
$517K 0.05%
3,659
+466
282
$512K 0.05%
8,617
283
$512K 0.05%
+26,807
284
$509K 0.05%
8,778
+1,479
285
$506K 0.05%
7,411
286
$506K 0.05%
12,189
-606
287
$503K 0.05%
5,233
+3,159
288
$503K 0.05%
2,477
+676
289
$501K 0.05%
16,077
+2,395
290
$496K 0.05%
2,111
+41
291
$492K 0.05%
28,321
+1,233
292
$483K 0.05%
+2,217
293
$473K 0.04%
14,518
-484
294
$471K 0.04%
7,862
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295
$462K 0.04%
5,178
+296
296
$461K 0.04%
19,861
-5,842
297
$460K 0.04%
2,503
+103
298
$459K 0.04%
16,414
+2,558
299
$447K 0.04%
5,746
-504
300
$446K 0.04%
3,912
-431
10 11
12
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