FFS

Founders Financial Securities Portfolio holdings

AUM $1.77B
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Sells

1 +$18.2M
2 +$15.8M
3 +$10.1M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.82M
5
IAK icon
iShares US Insurance ETF
IAK
+$4.9M

Sector Composition

1 Technology 7.89%
2 Financials 2.95%
3 Healthcare 2.08%
4 Industrials 1.96%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$352K 0.02%
6,991
+1,153
402
$352K 0.02%
2,506
-2,240
403
$352K 0.02%
11,313
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404
$350K 0.02%
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-16,295
405
$350K 0.02%
1,000
406
$341K 0.02%
11,786
+2,345
407
$340K 0.02%
2,251
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408
$338K 0.02%
688
-36
409
$337K 0.02%
2,628
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410
$336K 0.02%
4,824
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411
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11,380
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412
$331K 0.02%
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413
$331K 0.02%
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414
$328K 0.02%
4,908
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415
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14,419
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418
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420
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4,357
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421
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422
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728
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10,514
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3,314
-109,843
425
$295K 0.02%
+4,121