FFS

Founders Financial Securities Portfolio holdings

AUM $1.77B
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$17.2M
3
+$14.8M
4
HOLA
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
+$10.6M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$9.63M

Top Sells

1
+$18.2M
2
+$15.8M
3
+$10.1M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.82M
5
IAK icon
iShares US Insurance ETF
IAK
+$4.9M

Sector Composition

1 Technology 7.89%
2 Financials 2.95%
3 Healthcare 2.08%
4 Industrials 1.96%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$698K 0.05%
2,866
-984
302
$698K 0.05%
23,200
+4,900
303
$694K 0.05%
12,445
+534
304
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2,779
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305
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9,518
+33
306
$665K 0.05%
15,123
-8,190
307
$663K 0.05%
13,223
-4,598
308
$658K 0.04%
7,027
-2,628
309
$656K 0.04%
13,795
+6
310
$652K 0.04%
6,632
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311
$649K 0.04%
13,019
+1,372
312
$649K 0.04%
4,530
-431
313
$646K 0.04%
15,928
+364
314
$632K 0.04%
+16,343
315
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13,742
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316
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9,371
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318
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12,395
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319
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4,242
-14,705
320
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3,492
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321
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10,567
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322
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6,939
+2,958
323
$579K 0.04%
1,953
-3
324
$577K 0.04%
3,466
-262
325
$567K 0.04%
21,469
-1,103
11 12
13
14 15