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
$512M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Sells

1 +$7.45M
2 +$7.29M
3 +$6.51M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$6.33M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.65M

Sector Composition

1 Technology 5.74%
2 Healthcare 3.62%
3 Financials 3.21%
4 Industrials 2.54%
5 Consumer Discretionary 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-1,370
302
-10,161
303
-2,584
304
-5,363
305
-2,825