FFS

Founders Financial Securities Portfolio holdings

AUM $1.77B
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Sells

1 +$18.2M
2 +$15.8M
3 +$10.1M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.82M
5
IAK icon
iShares US Insurance ETF
IAK
+$4.9M

Sector Composition

1 Technology 7.89%
2 Financials 2.95%
3 Healthcare 2.08%
4 Industrials 1.96%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$815K 0.06%
3,438
-1,475
277
$815K 0.06%
6,495
-1,043
278
$808K 0.06%
12,004
-2,505
279
$807K 0.05%
3,147
-540
280
$805K 0.05%
20,552
+5,648
281
$805K 0.05%
24,383
+5,008
282
$799K 0.05%
19,805
+4,045
283
$789K 0.05%
25,472
+5,274
284
$787K 0.05%
8,246
-329
285
$785K 0.05%
22,946
+4,713
286
$769K 0.05%
1,008
-1,702
287
$761K 0.05%
2,332
+26
288
$759K 0.05%
7,954
-3,434
289
$758K 0.05%
19,939
+337
290
$756K 0.05%
2,275
-506
291
$754K 0.05%
1
292
$753K 0.05%
+19,169
293
$753K 0.05%
19,745
-5,822
294
$751K 0.05%
12,584
+811
295
$726K 0.05%
26,519
296
$715K 0.05%
1,163
-17
297
$713K 0.05%
20,852
+4,330
298
$705K 0.05%
21,572
+4,391
299
$701K 0.05%
19,928
+4,155
300
$699K 0.05%
2,964
+200