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
$901M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.8M
3
+$4.34M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.02M
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$3.86M

Top Sells

1
+$4.6M
2
+$4.17M
3
+$4.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.86M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$3.35M

Sector Composition

1 Technology 6.84%
2 Financials 3.55%
3 Healthcare 2.85%
4 Consumer Staples 2.3%
5 Consumer Discretionary 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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-34,378
377
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-11,765
378
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-29,143
379
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-55,012
380
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-4,260
381
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-11,600
382
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-3,875
383
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-15,398
384
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-27,220
385
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-3,335
386
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-2,094
387
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-5,837
388
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-7,275
389
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-5,146
390
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-5,538
391
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-5,246
392
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-2,188
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