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
$167M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$5.04M
3
+$3.53M
4
CMI icon
Cummins
CMI
+$2.25M
5
UPS icon
United Parcel Service
UPS
+$2.23M

Top Sells

1
+$15.9M
2
+$8.01M
3
+$2.83M
4
MSFT icon
Microsoft
MSFT
+$2.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.43M

Sector Composition

1 Industrials 5.76%
2 Healthcare 3.46%
3 Consumer Discretionary 3.31%
4 Technology 2.48%
5 Consumer Staples 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 1.33%
45,229
-46,708
27
$2.15M 1.28%
+41,028
28
$1.96M 1.17%
88,893
+5,408
29
$1.67M 1%
15,159
-499
30
$1.61M 0.97%
133,701
+8,055
31
$1.5M 0.9%
30,920
-1,150
32
$1.2M 0.72%
41,440
-235
33
$1.18M 0.71%
27,782
+3,456
34
$778K 0.47%
7,050
-21
35
$632K 0.38%
17,658
-726
36
$617K 0.37%
+10,057
37
$602K 0.36%
9,991
-1,605
38
$594K 0.36%
5,822
-1,724
39
$491K 0.29%
+9,250
40
$490K 0.29%
+5,951
41
$477K 0.29%
15,586
+270
42
$474K 0.28%
+3,972
43
$393K 0.23%
3,284
-10
44
$330K 0.2%
20,310
-1,030
45
$300K 0.18%
7,095
-251
46
$285K 0.17%
+5,398
47
$284K 0.17%
+4,477
48
$284K 0.17%
+4,617
49
$280K 0.17%
+2,227
50
$271K 0.16%
+17,060
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