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
$1.06B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.13M
3
+$2.97M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.93M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.64M

Top Sells

1
+$6.22M
2
+$3.46M
3
+$2.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.32M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.53M

Sector Composition

1 Technology 8.27%
2 Financials 3.39%
3 Healthcare 2.58%
4 Consumer Staples 2.18%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$438K 0.04%
+25,995
302
$437K 0.04%
8,751
+705
303
$429K 0.04%
2,738
+41
304
$428K 0.04%
22,292
+9,544
305
$427K 0.04%
13,578
+6,508
306
$425K 0.04%
5,987
+1,263
307
$413K 0.04%
+4,134
308
$413K 0.04%
5,193
+350
309
$411K 0.04%
+8,050
310
$410K 0.04%
3,638
+334
311
$408K 0.04%
16,103
+312
312
$406K 0.04%
12,163
+4,008
313
$402K 0.04%
7,652
+1,000
314
$398K 0.04%
1,774
+48
315
$394K 0.04%
6,801
+1,654
316
$394K 0.04%
5,743
+3
317
$391K 0.04%
4,730
+600
318
$389K 0.04%
2,201
+102
319
$388K 0.04%
10,638
+946
320
$382K 0.04%
3,586
+345
321
$381K 0.04%
+7,188
322
$372K 0.04%
5,879
+629
323
$371K 0.04%
1,809
+710
324
$368K 0.03%
5,834
+279
325
$363K 0.03%
3,405
-5
11 12
13
14 15