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
376
$400K 0.03%
8,122
-10,554
377
$397K 0.03%
5,122
-3,652
378
$396K 0.03%
10,072
-381
379
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6,254
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380
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8,993
+3,721
381
$388K 0.03%
1,253
+16
382
$386K 0.03%
724
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383
$381K 0.03%
17,221
+239
384
$380K 0.03%
6,705
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385
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12,015
386
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1,384
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387
$368K 0.03%
2,213
-3,869
388
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5,033
+1,265
389
$356K 0.03%
+4,125
390
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5,049
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393
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394
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-50
395
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614
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396
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2,832
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397
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2,728
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398
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1,000
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399
$332K 0.03%
469
-2,235
400
$331K 0.03%
3,400
-24
14 15
16
17 18