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
376
$284K 0.03%
6,199
-654
377
$282K 0.03%
572
-45
378
$279K 0.03%
5,613
-442
379
$275K 0.03%
3,428
-286
380
$274K 0.03%
1,707
+107
381
$273K 0.03%
+4,281
382
$268K 0.02%
1,000
383
$262K 0.02%
493
+9
384
$259K 0.02%
3,942
-78
385
$258K 0.02%
6,175
-108
386
$254K 0.02%
10,160
+250
387
$254K 0.02%
1,069
-1,148
388
$253K 0.02%
3,254
-266
389
$252K 0.02%
11,938
-2,755
390
$250K 0.02%
4,666
-197
391
$248K 0.02%
+973
392
$247K 0.02%
+4,742
393
$241K 0.02%
2,049
-699
394
$237K 0.02%
854
395
$234K 0.02%
+1,784
396
$234K 0.02%
1,993
-320
397
$233K 0.02%
1,099
-710
398
$230K 0.02%
+2,850
399
$227K 0.02%
2,545
-250
400
$227K 0.02%
7,612
14 15
16
17 18