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
376
$253K 0.02%
+8,756
377
$251K 0.02%
2,313
+320
378
$244K 0.02%
9,196
379
$243K 0.02%
4,863
-26
380
$243K 0.02%
2,795
-30
381
$242K 0.02%
+9,910
382
$242K 0.02%
6,283
+44
383
$236K 0.02%
+3,927
384
$236K 0.02%
1,436
-14,149
385
$234K 0.02%
3,520
-272
386
$232K 0.02%
+8,061
387
$229K 0.02%
+5,386
388
$228K 0.02%
+10,230
389
$228K 0.02%
+1,069
390
$228K 0.02%
+8,781
391
$222K 0.02%
+5,013
392
$219K 0.02%
1,600
+74
393
$218K 0.02%
+914
394
$217K 0.02%
+4,761
395
$215K 0.02%
4,020
+114
396
$214K 0.02%
10,462
397
$213K 0.02%
854
-6
398
$212K 0.02%
7,612
399
$208K 0.02%
1,920
-9
400
$207K 0.02%
21,255
+2,517
14 15
16
17 18