FFS
Founders Financial Securities Portfolio holdings
AUM
$1.32B
1-Year Return
14.8%
This Quarter Return
+9.61%
1 Year Return
+14.8%
3 Year Return
+52.37%
5 Year Return
+90.78%
10 Year Return
+192.43%
AUM
$901M
AUM Growth
+$129M
(+17%)
Cap. Flow
+$61.2M
Cap. Flow
% of AUM
6.79%
Top 10 Holdings %
Top 10 Hldgs %
30.57%
Holding
392
New
60
Increased
208
Reduced
78
Closed
25
Top Buys
| 1 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$5.6M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$4.8M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$4.34M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$4.02M |
| 5 |
SPDR S&P Homebuilders ETF
XHB
|
$3.86M |
Top Sells
Sector Composition
| 1 | Technology | 6.84% |
| 2 | Financials | 3.55% |
| 3 | Healthcare | 2.85% |
| 4 | Consumer Staples | 2.3% |
| 5 | Consumer Discretionary | 2.27% |
