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
401
$206K 0.02%
2,525
-641
402
$206K 0.02%
4,680
403
$205K 0.02%
6,452
-41
404
$204K 0.02%
4,918
-184
405
$204K 0.02%
+1,170
406
$203K 0.02%
+2,124
407
$195K 0.02%
10,352
408
$184K 0.02%
18,548
+571
409
$179K 0.02%
27,060
+2,000
410
$98K 0.01%
13,375
-6,725
411
$75.9K 0.01%
4,517
-33
412
$62.1K 0.01%
+10,898
413
$46.7K ﹤0.01%
20,029
+529
414
$45.2K ﹤0.01%
33,500
415
$33.5K ﹤0.01%
+16,500
416
$29.1K ﹤0.01%
+3,000
417
$25.5K ﹤0.01%
10,000
418
$22.8K ﹤0.01%
+250
419
$20.5K ﹤0.01%
+12,000
420
$18.1K ﹤0.01%
+375
421
$18.1K ﹤0.01%
+12,500
422
$17.3K ﹤0.01%
15,000
423
$10.7K ﹤0.01%
34,520
424
$3.84K ﹤0.01%
24
425
– –
-4,411
14 15 16
17
18