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
$300M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$6.75M
3
+$4.97M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.75M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.09M

Top Sells

1
+$9.2M
2
+$6.28M
3
+$4.68M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$4.52M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.05M

Sector Composition

1 Healthcare 1.66%
2 Consumer Staples 1.5%
3 Financials 1.02%
4 Technology 0.62%
5 Energy 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 0.74%
194,103
+2,022
27
$1.82M 0.61%
51,392
-846
28
$1.8M 0.6%
42,362
-59,227
29
$1.76M 0.59%
15,184
+6,976
30
$1.69M 0.56%
15,968
+2,807
31
$1.57M 0.52%
38,864
+18,031
32
$1.51M 0.5%
+27,709
33
$1.46M 0.49%
+23,871
34
$1.46M 0.49%
35,146
-3,731
35
$1.44M 0.48%
38,055
-360
36
$1.31M 0.43%
25,104
-1,016
37
$1.26M 0.42%
13,518
+229
38
$1.25M 0.42%
14,931
+92
39
$1.17M 0.39%
37,859
+22,740
40
$1.16M 0.38%
24,499
+401
41
$1.11M 0.37%
12,679
+1,806
42
$1.07M 0.36%
8,904
+410
43
$1.04M 0.35%
22,597
-973
44
$1.04M 0.35%
18,798
+367
45
$1.02M 0.34%
6,980
+211
46
$1.01M 0.33%
30,561
+240
47
$953K 0.32%
22,164
+2,294
48
$951K 0.32%
101,135
+39,745
49
$890K 0.3%
47,179
+3,959
50
$872K 0.29%
33,655
+2,015
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