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
$1.08B
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.4M
3
+$4.72M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$4.69M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$4.58M

Top Sells

1
+$13.6M
2
+$7.12M
3
+$6.23M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.11M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.99M

Sector Composition

1 Technology 7.44%
2 Financials 3.32%
3 Healthcare 2.49%
4 Consumer Staples 2.03%
5 Energy 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$482K 0.04%
3,912
277
$482K 0.04%
+17,693
278
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5,683
-3,698
279
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15,474
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280
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281
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13,304
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282
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283
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284
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285
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286
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287
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288
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289
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290
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291
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293
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294
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295
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296
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297
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2,434
-3,556
298
$413K 0.04%
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-997
299
$408K 0.04%
+11,730
300
$407K 0.04%
+11,327
10 11
12
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