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

Top Buys

1
+$5.6M
2
+$4.8M
3
+$4.34M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.02M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$3.86M

Top Sells

1
+$4.6M
2
+$4.17M
3
+$4.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.86M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.35M

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
326
$252K 0.03%
3,879
+4
327
$252K 0.03%
+3,930
328
$249K 0.03%
25,060
+3,060
329
$244K 0.03%
2,420
-109
330
$242K 0.03%
1,723
+73
331
$236K 0.03%
12,748
+56
332
$235K 0.03%
+6,194
333
$234K 0.03%
6,512
-1,679
334
$230K 0.03%
700
335
$230K 0.03%
+2,830
336
$230K 0.03%
+7,707
337
$227K 0.03%
2,953
-4,244
338
$225K 0.03%
+7,176
339
$216K 0.02%
+971
340
$215K 0.02%
+8,491
341
$214K 0.02%
10,462
342
$213K 0.02%
+902
343
$213K 0.02%
+2,325
344
$209K 0.02%
+1,122
345
$208K 0.02%
+1,920
346
$208K 0.02%
17,041
+1,354
347
$206K 0.02%
+6,493
348
$206K 0.02%
+355
349
$203K 0.02%
+1,993
350
$200K 0.02%
+9,196
12 13
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