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
$1.32B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.44M
3
+$5.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.8M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$5.69M

Top Sells

1
+$22.7M
2
+$8.71M
3
+$5.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.29M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.88M

Sector Composition

1 Technology 7.77%
2 Financials 3.25%
3 Healthcare 2.33%
4 Consumer Staples 2.02%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$628K 0.05%
2,764
+400
302
$627K 0.05%
4,746
-50
303
$624K 0.05%
1,180
+16
304
$624K 0.05%
15,564
-166
305
$624K 0.05%
13,789
-454
306
$602K 0.05%
13,012
+443
307
$594K 0.05%
3,728
+15
308
$592K 0.05%
2,383
-82
309
$591K 0.04%
3,032
+122
310
$591K 0.04%
19,375
+4,693
311
$591K 0.04%
5,989
-4,694
312
$591K 0.04%
15,760
+3,822
313
$590K 0.04%
18,233
+4,419
314
$590K 0.04%
20,198
+4,955
315
$585K 0.04%
6,152
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316
$580K 0.04%
11,647
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317
$578K 0.04%
2,428
+109
318
$573K 0.04%
11,911
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319
$571K 0.04%
+9,485
320
$568K 0.04%
11,409
+3,393
321
$564K 0.04%
11,918
-256
322
$564K 0.04%
11,497
-385
323
$560K 0.04%
7,803
+284
324
$558K 0.04%
17,538
+1,605
325
$549K 0.04%
17,181
+3,885
11 12
13
14 15