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
351
$293K 0.03%
3,889
-4,367
352
$292K 0.03%
6,853
-178
353
$290K 0.03%
+8,512
354
$289K 0.03%
7,221
-11,893
355
$288K 0.03%
12,550
-12,238
356
$287K 0.03%
1,434
+237
357
$285K 0.03%
484
+35
358
$281K 0.03%
3,714
+100
359
$278K 0.03%
11,422
360
$276K 0.03%
2,866
-12
361
$275K 0.03%
1,000
362
$274K 0.03%
2,750
-250
363
$273K 0.03%
3,872
+106
364
$272K 0.03%
617
+44
365
$272K 0.03%
2,962
-1,911
366
$267K 0.03%
+1,244
367
$266K 0.03%
+6,055
368
$266K 0.03%
9,875
369
$264K 0.02%
+6,000
370
$263K 0.02%
+3,618
371
$263K 0.02%
719
+8
372
$262K 0.02%
+2,121
373
$260K 0.02%
3,030
+723
374
$259K 0.02%
+7,987
375
$259K 0.02%
+10,470
13 14
15
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