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
351
$480K 0.04%
11,420
+310
352
$477K 0.04%
15,786
-362
353
$472K 0.04%
26,519
-1,043
354
$467K 0.04%
6,387
+1
355
$464K 0.04%
4,961
-28
356
$458K 0.03%
20,359
-1,361
357
$453K 0.03%
5,109
+635
358
$452K 0.03%
+15,701
359
$451K 0.03%
9,125
+154
360
$449K 0.03%
2,881
-1,649
361
$448K 0.03%
2,697
+132
362
$444K 0.03%
2,026
-28
363
$442K 0.03%
18,915
364
$442K 0.03%
4,392
-195
365
$439K 0.03%
10,682
+461
366
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3,737
-471
367
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+14,833
368
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3,316
+1
369
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3,988
-306
370
$414K 0.03%
3,353
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371
$413K 0.03%
5,450
+103
372
$411K 0.03%
22,572
+300
373
$409K 0.03%
12,453
+267
374
$403K 0.03%
5,982
+143
375
$401K 0.03%
2,950
+46
13 14
15
16 17