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
$901M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.81M
3
+$4.02M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.78M
5
IYW icon
iShares US Technology ETF
IYW
+$3.54M

Top Sells

1
+$4.4M
2
+$4.11M
3
+$3.86M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.73M
5
IYT icon
iShares US Transportation ETF
IYT
+$3.22M

Sector Composition

1 Technology 6.84%
2 Financials 3.55%
3 Healthcare 2.85%
4 Consumer Staples 2.3%
5 Consumer Discretionary 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$311K 0.03%
11,422
302
$310K 0.03%
1,000
303
$310K 0.03%
5,392
-16
304
$309K 0.03%
30,317
-699
305
$308K 0.03%
12,526
306
$307K 0.03%
9,012
+569
307
$301K 0.03%
5,747
308
$297K 0.03%
+5,092
309
$295K 0.03%
1,130
-18
310
$290K 0.03%
7,514
-6,956
311
$290K 0.03%
+4,465
312
$285K 0.03%
+1,041
313
$278K 0.03%
2,043
+26
314
$277K 0.03%
6,879
315
$276K 0.03%
16,081
+712
316
$276K 0.03%
+1,309
317
$272K 0.03%
3,398
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318
$271K 0.03%
+13,068
319
$264K 0.03%
7,846
-246
320
$263K 0.03%
3,205
321
$260K 0.03%
+4,847
322
$259K 0.03%
2,751
+304
323
$259K 0.03%
12,379
-1,243
324
$257K 0.03%
2,878
+201
325
$255K 0.03%
1,047
+49
11 12
13
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