FFS

Founders Financial Securities Portfolio holdings

AUM $1.7B
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.44M
3
+$5.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.8M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$5.69M

Top Sells

1
+$22.7M
2
+$8.71M
3
+$5.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.29M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.88M

Sector Composition

1 Technology 7.77%
2 Financials 3.25%
3 Healthcare 2.33%
4 Consumer Staples 2.02%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$771K 0.06%
13,216
+3,187
277
$765K 0.06%
+18,440
278
$761K 0.06%
+16,112
279
$758K 0.06%
+4,369
280
$757K 0.06%
+8,280
281
$748K 0.06%
15,312
+570
282
$742K 0.06%
+22,134
283
$729K 0.06%
1
284
$726K 0.06%
8,156
-45
285
$723K 0.05%
11,773
+1,292
286
$707K 0.05%
+13,594
287
$701K 0.05%
15,969
-502
288
$695K 0.05%
18,087
+760
289
$695K 0.05%
7,623
+229
290
$692K 0.05%
19,602
+986
291
$691K 0.05%
6,436
-88
292
$683K 0.05%
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293
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16,446
+1,390
294
$675K 0.05%
13,226
+3,340
295
$656K 0.05%
26,852
+15
296
$656K 0.05%
12,705
+699
297
$645K 0.05%
3,303
+4
298
$643K 0.05%
+2,306
299
$641K 0.05%
+5,709
300
$635K 0.05%
2,943
+252
10 11
12
13 14