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
401
$326K 0.02%
18,340
-3,136
402
$325K 0.02%
10,607
+37
403
$320K 0.02%
4,375
-187
404
$317K 0.02%
3,517
405
$316K 0.02%
10,785
+71
406
$314K 0.02%
4,219
-1,233
407
$314K 0.02%
14,384
408
$314K 0.02%
4,904
-427
409
$309K 0.02%
3,758
+154
410
$308K 0.02%
+3,981
411
$308K 0.02%
3,107
+15
412
$305K 0.02%
4,695
-1,995
413
$304K 0.02%
1,451
-28
414
$302K 0.02%
5,838
+543
415
$296K 0.02%
4,740
+575
416
$295K 0.02%
12,156
-1,882
417
$294K 0.02%
7,375
-48,875
418
$293K 0.02%
3,531
-250
419
$293K 0.02%
10,592
-10,329
420
$293K 0.02%
7,432
+215
421
$292K 0.02%
716
+2
422
$292K 0.02%
+833
423
$288K 0.02%
2,124
-205
424
$285K 0.02%
1,060
+51
425
$283K 0.02%
10,845
+237
15 16
17
18 19