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
$1.08B
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.4M
3
+$4.72M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$4.69M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$4.58M

Top Sells

1
+$13.6M
2
+$7.12M
3
+$6.23M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.11M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.99M

Sector Composition

1 Technology 7.44%
2 Financials 3.32%
3 Healthcare 2.49%
4 Consumer Staples 2.03%
5 Energy 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$323K 0.03%
10,497
+2,436
352
$323K 0.03%
+8,653
353
$323K 0.03%
+7,185
354
$323K 0.03%
+8,848
355
$323K 0.03%
+8,245
356
$322K 0.03%
+6,834
357
$322K 0.03%
+8,431
358
$321K 0.03%
+8,138
359
$321K 0.03%
+8,008
360
$319K 0.03%
+7,566
361
$317K 0.03%
+8,131
362
$312K 0.03%
3,260
+298
363
$312K 0.03%
7,865
-5,272
364
$310K 0.03%
724
+5
365
$305K 0.03%
+2,875
366
$304K 0.03%
6,659
-562
367
$304K 0.03%
+5,372
368
$302K 0.03%
2,675
-75
369
$302K 0.03%
10,628
+1,432
370
$299K 0.03%
2,623
-586
371
$297K 0.03%
+12,824
372
$297K 0.03%
5,482
-2,170
373
$290K 0.03%
12,550
374
$289K 0.03%
5,574
-426
375
$284K 0.03%
2,736
-130
13 14
15
16 17