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

Top Buys

1
+$5.01M
2
+$4.81M
3
+$4.02M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.78M
5
IYW icon
iShares US Technology ETF
IYW
+$3.54M

Top Sells

1
+$4.4M
2
+$4.11M
3
+$3.86M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.73M
5
IYT icon
iShares US Transportation ETF
IYT
+$3.22M

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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-2,094
377
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-27,220
378
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-5,837
379
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-7,275
380
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-5,146
381
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382
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-5,246
383
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-2,188
384
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-9,152
385
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-10,500
386
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387
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-22,844
388
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-66,624
389
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-34,378
390
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-55,012
391
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-11,600
392
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-15,398
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