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
326
$359K 0.03%
3,808
-1,023
327
$357K 0.03%
31,040
-20
328
$354K 0.03%
12,826
329
$353K 0.03%
944
-104
330
$353K 0.03%
1,425
+117
331
$346K 0.03%
2,284
+88
332
$345K 0.03%
3,604
-20
333
$344K 0.03%
2,288
+152
334
$343K 0.03%
9,271
+1,067
335
$333K 0.03%
3,209
+485
336
$325K 0.03%
+3,182
337
$323K 0.03%
9,632
+274
338
$315K 0.03%
+4,785
339
$313K 0.03%
5,835
-49
340
$313K 0.03%
5,128
-532
341
$310K 0.03%
+7,968
342
$309K 0.03%
14,693
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343
$309K 0.03%
724
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344
$306K 0.03%
1,680
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345
$303K 0.03%
+10,651
346
$303K 0.03%
+2,748
347
$301K 0.03%
2,832
+94
348
$298K 0.03%
5,747
349
$296K 0.03%
2,919
+437
350
$293K 0.03%
+2,305
12 13
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