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
$201M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.4M
3
+$12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.9M
5
VT icon
Vanguard Total World Stock ETF
VT
+$7.39M

Top Sells

1
+$9.25M
2
+$8.78M
3
+$7.76M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$5.99M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$3.98M

Sector Composition

1 Industrials 5.96%
2 Financials 3.83%
3 Consumer Discretionary 3.22%
4 Technology 2.7%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 1.08%
20,034
+956
27
$1.65M 0.82%
37,536
+6,615
28
$1.55M 0.77%
51,020
+2,909
29
$1.41M 0.7%
29,538
-1,282
30
$1.4M 0.7%
46,715
+2,980
31
$1.04M 0.52%
9,572
+2,048
32
$797K 0.4%
11,569
-57,740
33
$796K 0.4%
9,793
-171
34
$790K 0.39%
6,371
+204
35
$788K 0.39%
11,733
+1,201
36
$766K 0.38%
20,989
+2,259
37
$534K 0.27%
4,611
-2,377
38
$512K 0.25%
+21,527
39
$465K 0.23%
3,724
+246
40
$408K 0.2%
3,845
+70
41
$354K 0.18%
+20,380
42
$340K 0.17%
+6,522
43
$331K 0.16%
+10,109
44
$330K 0.16%
+8,575
45
$304K 0.15%
5,801
-4,189
46
$299K 0.15%
+6,479
47
$246K 0.12%
4,932
-260
48
$225K 0.11%
+17,661
49
$219K 0.11%
+12,176
50
$213K 0.11%
3,748
-715
1
2
3 4