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
$772M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$5.91M
3
+$3.87M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.77M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.71M

Top Sells

1
+$8.76M
2
+$8.1M
3
+$7.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.73M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.63M

Sector Composition

1 Technology 6.01%
2 Financials 3.29%
3 Healthcare 2.75%
4 Consumer Staples 2.32%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$214K 0.03%
4,532
-1
302
$210K 0.03%
10,462
-1,204
303
$207K 0.03%
3,875
+134
304
$206K 0.03%
+998
305
$206K 0.03%
+9,152
306
$206K 0.03%
+3,331
307
$204K 0.03%
1,650
+135
308
$200K 0.03%
5,146
+129
309
$195K 0.03%
15,687
+170
310
$182K 0.02%
10,560
-1,346
311
$176K 0.02%
22,000
-1,000
312
$172K 0.02%
19,000
313
$170K 0.02%
11,410
-545
314
$136K 0.02%
17,977
+1,800
315
$135K 0.02%
20,870
-20,060
316
$128K 0.02%
14,415
-4,323
317
$128K 0.02%
11,765
-7,746
318
$89.4K 0.01%
4,550
319
$83.9K 0.01%
15,398
+365
320
$57.3K 0.01%
10,333
+833
321
$52.1K 0.01%
+11,600
322
$40K 0.01%
+10,500
323
$39K 0.01%
19,500
324
$30.7K ﹤0.01%
31,000
+15,000
325
$28.8K ﹤0.01%
24
11 12
13
14 15