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
$149K
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$11.9K
2
+$6.09K
3
+$4.55K
4
VT icon
Vanguard Total World Stock ETF
VT
+$4.49K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.46K

Top Sells

1
+$13.9M
2
+$5.33M
3
+$3.59M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$2.86M
5
TGT icon
Target
TGT
+$1.22M

Sector Composition

1 Technology 4.82%
2 Industrials 4.17%
3 Healthcare 3.62%
4 Consumer Staples 1.11%
5 Energy 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66K 1.11%
19,865
+3,938
27
$1.62K 1.09%
13,653
+2,785
28
$1.59K 1.07%
12,845
+2,618
29
$1.59K 1.06%
+101,949
30
$1.51K 1.01%
13,384
+2,055
31
$1.14K 0.76%
10,643
-2,776
32
$1.03K 0.69%
37,515
+2,960
33
$998 0.67%
9,244
+131
34
$964 0.65%
9,917
+1,677
35
$910 0.61%
94,260
+16,923
36
$721 0.48%
+23,442
37
$669 0.45%
6,250
+655
38
$628 0.42%
8,188
-354
39
$624 0.42%
17,018
-2,495
40
$614 0.41%
12,056
-982
41
$614 0.41%
16,659
-610
42
$605 0.41%
18,899
-206
43
$604 0.4%
10,238
-286
44
$361 0.24%
14,565
-4,813
45
$360 0.24%
+12,590
46
$355 0.24%
12,144
-2,488
47
$283 0.19%
18,625
-1,800
48
$277 0.19%
+5,469
49
$276 0.18%
11,749
+1,010
50
$273 0.18%
23,903
+2,280
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