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
426
$283K 0.02%
919
+9
427
$283K 0.02%
2,452
+58
428
$282K 0.02%
5,294
+190
429
$282K 0.02%
507
-16
430
$280K 0.02%
+7,090
431
$278K 0.02%
1,350
-5
432
$276K 0.02%
2,434
-95
433
$276K 0.02%
1,828
434
$274K 0.02%
3,984
435
$273K 0.02%
373
+6
436
$272K 0.02%
+5,440
437
$268K 0.02%
+2,089
438
$267K 0.02%
9,517
439
$264K 0.02%
2,649
-131
440
$263K 0.02%
1,027
-93
441
$261K 0.02%
+9,441
442
$261K 0.02%
+3,202
443
$259K 0.02%
10,891
-78,547
444
$257K 0.02%
3,649
-7,052
445
$257K 0.02%
3,927
446
$256K 0.02%
+9,042
447
$254K 0.02%
20,791
+857
448
$252K 0.02%
+9,023
449
$252K 0.02%
+7,872
450
$252K 0.02%
23,228
-52,011
16 17
18
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