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
326
$548K 0.04%
1,956
+16
327
$544K 0.04%
6,083
-452
328
$543K 0.04%
16,522
+3,838
329
$540K 0.04%
15,773
+3,689
330
$535K 0.04%
18,300
+4,326
331
$534K 0.04%
12,192
-300
332
$533K 0.04%
18,114
+2,337
333
$531K 0.04%
7,688
-44
334
$531K 0.04%
4,914
+100
335
$528K 0.04%
5,809
+91
336
$527K 0.04%
4,752
+1,848
337
$526K 0.04%
5,960
-17,971
338
$521K 0.04%
2,861
-313
339
$515K 0.04%
10,949
-115
340
$514K 0.04%
1,155
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341
$513K 0.04%
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342
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8,755
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343
$509K 0.04%
53,199
+17
344
$507K 0.04%
764
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345
$503K 0.04%
1,559
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346
$502K 0.04%
987
-8
347
$494K 0.04%
42,221
-4,252
348
$491K 0.04%
9,776
+1,632
349
$486K 0.04%
5,167
+454
350
$483K 0.04%
15,207
+395
12 13
14
15 16