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
$215M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.4M
3
+$13.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.16M
5
DE icon
Deere & Co
DE
+$3.25M

Top Sells

1
+$13.6M
2
+$7.89M
3
+$7.6M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.89M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.78M

Sector Composition

1 Industrials 6.03%
2 Financials 3.87%
3 Consumer Discretionary 3.01%
4 Communication Services 2.94%
5 Technology 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.89M 1.34%
88,380
+9,113
27
$2.81M 1.3%
+68,242
28
$2.78M 1.29%
28,925
+631
29
$2.39M 1.11%
76,290
+1,553
30
$2.27M 1.05%
78,000
+1,179
31
$2.1M 0.97%
26,394
+2,595
32
$1.96M 0.91%
44,005
+5,726
33
$1.94M 0.9%
56,409
+542
34
$1.79M 0.83%
29,690
+409
35
$1.44M 0.67%
51,490
-65
36
$1.25M 0.58%
60,737
+30,977
37
$1.04M 0.48%
9,355
-18
38
$833K 0.39%
10,310
+281
39
$728K 0.34%
6,386
+294
40
$725K 0.34%
14,360
-156,230
41
$687K 0.32%
17,148
+216
42
$522K 0.24%
+4,736
43
$469K 0.22%
6,284
+529
44
$468K 0.22%
4,152
+15
45
$450K 0.21%
20,107
+1,371
46
$438K 0.2%
4,783
+329
47
$431K 0.2%
+3,814
48
$417K 0.19%
12,226
+1,174
49
$405K 0.19%
6,702
+690
50
$390K 0.18%
2,903
+275
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2
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