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
$202M
AUM Growth
+$957K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.6M
3
+$7.07M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.89M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.78M

Top Sells

1
+$15.4M
2
+$13.3M
3
+$12M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$8.58M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.17M

Sector Composition

1 Industrials 5.62%
2 Financials 3.93%
3 Consumer Discretionary 3.08%
4 Technology 2.7%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 1.34%
25,107
-741
27
$2.63M 1.3%
54,902
+7,191
28
$2.62M 1.3%
79,267
+6,655
29
$2.33M 1.15%
21,436
+1,833
30
$2.19M 1.08%
+74,737
31
$2.15M 1.07%
+76,821
32
$1.91M 0.95%
+23,799
33
$1.83M 0.9%
29,281
-390
34
$1.68M 0.83%
55,867
+4,847
35
$1.6M 0.79%
38,279
+743
36
$1.41M 0.7%
51,555
+4,840
37
$1.03M 0.51%
9,373
-199
38
$822K 0.41%
10,029
+236
39
$707K 0.35%
6,092
+1,481
40
$658K 0.33%
+16,932
41
$603K 0.3%
+29,760
42
$452K 0.22%
4,137
+413
43
$432K 0.21%
18,736
-2,791
44
$421K 0.21%
+4,454
45
$380K 0.19%
5,755
-5,978
46
$379K 0.19%
11,052
-9,937
47
$361K 0.18%
+2,628
48
$356K 0.18%
+6,558
49
$355K 0.18%
+3,138
50
$350K 0.17%
6,012
-5,557
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