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
$213M
AUM Growth
-$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.86M
3
+$4.74M
4
IBM icon
IBM
IBM
+$3.85M
5
ABT icon
Abbott
ABT
+$3.59M

Top Sells

1
+$7.04M
2
+$4.16M
3
+$3.93M
4
PNC icon
PNC Financial Services
PNC
+$3.76M
5
UL icon
Unilever
UL
+$3.72M

Sector Composition

1 Industrials 4.75%
2 Healthcare 3.32%
3 Communication Services 3%
4 Consumer Staples 2.43%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.06M 1.44%
183,375
+3,817
27
$2.88M 1.35%
69,740
+1,498
28
$2.76M 1.3%
24,774
-2,755
29
$2.35M 1.11%
68,064
-20,316
30
$2.33M 1.09%
77,442
-558
31
$2.24M 1.05%
72,524
-3,766
32
$2.23M 1.05%
48,367
+4,362
33
$1.79M 0.84%
+16,610
34
$1.64M 0.77%
30,055
+365
35
$1.51M 0.71%
13,487
+4,132
36
$1.45M 0.68%
50,410
-1,080
37
$1.25M 0.59%
61,058
+321
38
$784K 0.37%
6,596
+210
39
$758K 0.36%
14,290
-70
40
$701K 0.33%
17,204
+56
41
$680K 0.32%
19,334
+7,108
42
$676K 0.32%
+26,008
43
$661K 0.31%
9,685
+3,401
44
$640K 0.3%
7,725
-2,585
45
$611K 0.29%
4,314
+1,411
46
$610K 0.29%
5,301
+1,833
47
$609K 0.29%
11,106
+3,860
48
$604K 0.28%
+42,810
49
$601K 0.28%
5,451
+1,879
50
$582K 0.27%
+4,456
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2
3 4