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
$276M
AUM Growth
-$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$27.5M
3
+$11M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$6.89M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$2.31M

Top Sells

1
+$16.7M
2
+$16.4M
3
+$11.2M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$10.8M
5
VTV icon
Vanguard Value ETF
VTV
+$8.97M

Sector Composition

1 Energy 2.16%
2 Consumer Staples 1.41%
3 Technology 1.17%
4 Healthcare 1%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.84%
+61,748
27
$2.2M 0.8%
24,118
-179,784
28
$2.19M 0.79%
48,074
-34,562
29
$2.17M 0.79%
+42,872
30
$2M 0.73%
28,918
+19,750
31
$1.95M 0.71%
66,947
+17,038
32
$1.91M 0.69%
+27,991
33
$1.84M 0.67%
203,781
+13,630
34
$1.46M 0.53%
+52,290
35
$1.44M 0.52%
43,375
+235
36
$1.32M 0.48%
31,803
-2,914
37
$1.31M 0.47%
28,111
-2,361
38
$1.3M 0.47%
39,267
-5,931
39
$1.28M 0.47%
30,134
-1,654
40
$1.12M 0.4%
10,104
+42
41
$1.04M 0.38%
13,362
+914
42
$1.02M 0.37%
9,327
+151
43
$995K 0.36%
+3,800
44
$981K 0.36%
+5,712
45
$949K 0.34%
+18,188
46
$943K 0.34%
7,307
+989
47
$938K 0.34%
11,569
-616
48
$919K 0.33%
+5,955
49
$909K 0.33%
29,271
-1,488
50
$903K 0.33%
20,830
-1,030
1
2
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