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
326
$563K 0.04%
6,271
+282
327
$555K 0.04%
8,237
+434
328
$552K 0.04%
+3,582
329
$550K 0.04%
10,993
-504
330
$550K 0.04%
9,341
-24,845
331
$548K 0.04%
5,487
+320
332
$530K 0.04%
11,927
-4,042
333
$526K 0.04%
+12,000
334
$524K 0.04%
18,567
-22,696
335
$517K 0.04%
16,742
+1,041
336
$512K 0.03%
2,739
+42
337
$508K 0.03%
3,411
+95
338
$508K 0.03%
9,854
-2,064
339
$505K 0.03%
9,806
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340
$505K 0.03%
3,113
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341
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877
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342
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5,898
-28,141
343
$491K 0.03%
10,058
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344
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+6,070
345
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2,255
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346
$480K 0.03%
15,862
+76
347
$473K 0.03%
31,709
-33,480
348
$473K 0.03%
+2,677
349
$469K 0.03%
10,533
-149
350
$469K 0.03%
18,915
12 13
14
15 16