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
$1.18B
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$8.68M
3
+$6.86M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$6.62M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$6.11M

Top Sells

1
+$8.26M
2
+$6.01M
3
+$5.83M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.36M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.85M

Sector Composition

1 Technology 7.17%
2 Financials 3.45%
3 Healthcare 2.42%
4 Consumer Staples 2.13%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$231K 0.02%
1,009
-203
427
$231K 0.02%
+1,549
428
$227K 0.02%
7,612
429
$222K 0.02%
19,934
+1,307
430
$222K 0.02%
+2,138
431
$221K 0.02%
+1,829
432
$221K 0.02%
+10,705
433
$217K 0.02%
+6,805
434
$216K 0.02%
3,483
+241
435
$216K 0.02%
3,768
+382
436
$216K 0.02%
7,217
+1,934
437
$213K 0.02%
+399
438
$213K 0.02%
+1,174
439
$211K 0.02%
+1,051
440
$209K 0.02%
+3,280
441
$207K 0.02%
+1,780
442
$205K 0.02%
5,477
-199
443
$202K 0.02%
+4,747
444
$201K 0.02%
+2,214
445
$189K 0.02%
21,255
+2,517
446
$143K 0.01%
+10,000
447
$95.5K 0.01%
+10,000
448
$76.1K 0.01%
23,000
-9,500
449
$75.7K 0.01%
40,500
+15,500
450
$62.8K 0.01%
54,615
-3,385
16 17
18
19 20