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
401
$224K 0.02%
28,560
+1,500
402
$221K 0.02%
2,074
-3,159
403
$220K 0.02%
6,452
404
$216K 0.02%
10,462
405
$214K 0.02%
1,568
-1,614
406
$212K 0.02%
1,777
-1,932
407
$207K 0.02%
8,673
-1,557
408
$207K 0.02%
+231
409
$206K 0.02%
4,680
410
$188K 0.02%
17,977
-571
411
$184K 0.02%
18,738
-2,517
412
$84K 0.01%
4,517
413
$64.6K 0.01%
+11,000
414
$60K 0.01%
+22,500
415
$42.7K ﹤0.01%
19,500
-529
416
$41.6K ﹤0.01%
+21,000
417
$38.2K ﹤0.01%
36,000
+2,500
418
$37.5K ﹤0.01%
+11,586
419
$35.6K ﹤0.01%
14,000
-1,000
420
$35.2K ﹤0.01%
17,000
+500
421
$34.5K ﹤0.01%
+11,060
422
$33.3K ﹤0.01%
700
+325
423
$21.2K ﹤0.01%
+225
424
$17.1K ﹤0.01%
10,000
425
$14.1K ﹤0.01%
250
15 16
17
18 19