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
451
$250K 0.02%
11,619
+914
452
$248K 0.02%
2,081
-1,520
453
$243K 0.02%
+93
454
$243K 0.02%
2,583
-1,050
455
$242K 0.02%
1,576
+27
456
$241K 0.02%
7,612
457
$238K 0.02%
+4,727
458
$238K 0.02%
412
+13
459
$233K 0.02%
1,000
-51
460
$229K 0.02%
1,780
461
$228K 0.02%
1,175
+1
462
$225K 0.02%
+214
463
$222K 0.02%
+1,664
464
$222K 0.02%
6,805
465
$221K 0.02%
+1,139
466
$220K 0.02%
+2,103
467
$218K 0.02%
+1,920
468
$217K 0.02%
1,841
+12
469
$217K 0.02%
+5,040
470
$214K 0.02%
5,187
-290
471
$211K 0.02%
+2,629
472
$211K 0.02%
+8,324
473
$208K 0.02%
2,267
+53
474
$207K 0.02%
3,001
-279
475
$206K 0.02%
+921
17 18
19
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