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
$194M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.3M
3
+$7.75M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$3.98M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.92M

Top Sells

1
+$12M
2
+$7.58M
3
+$6.46M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.44M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.51M

Sector Composition

1 Industrials 4.52%
2 Financials 3.51%
3 Consumer Discretionary 3.14%
4 Technology 3.05%
5 Materials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 1.46%
50,093
+9,065
27
$2.83M 1.46%
45,436
+11,208
28
$2.74M 1.41%
13,181
+644
29
$2.61M 1.35%
18,828
+3,244
30
$2.51M 1.3%
30,294
-305
31
$2.4M 1.24%
24,794
+4,706
32
$2.13M 1.1%
19,078
+3,919
33
$1.5M 0.78%
+48,111
34
$1.5M 0.78%
30,820
-100
35
$1.38M 0.71%
30,921
+3,139
36
$1.33M 0.69%
43,735
+2,295
37
$851K 0.44%
6,988
+3,016
38
$832K 0.43%
7,524
+474
39
$831K 0.43%
9,964
+4,013
40
$729K 0.38%
6,167
+345
41
$699K 0.36%
18,730
+1,072
42
$684K 0.35%
10,532
+475
43
$540K 0.28%
9,990
+740
44
$433K 0.22%
3,478
+194
45
$402K 0.21%
3,775
+1,320
46
$317K 0.16%
3,935
+991
47
$309K 0.16%
4,746
+269
48
$309K 0.16%
2,361
+134
49
$308K 0.16%
5,727
+329
50
$307K 0.16%
4,900
+283
1
2
3 4