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
$314M
AUM Growth
+$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$5M
3
+$4.53M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$4.43M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.75M

Top Sells

1
+$8.87M
2
+$6.49M
3
+$5.22M
4
VTV icon
Vanguard Value ETF
VTV
+$4.48M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$4.47M

Sector Composition

1 Technology 2.29%
2 Healthcare 2.1%
3 Energy 1.63%
4 Financials 1.22%
5 Consumer Staples 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.33M 1.38%
83,870
+3,979
27
$4.32M 1.38%
38,110
-2,356
28
$3.96M 1.26%
113,709
+36,128
29
$3.17M 1.01%
+123,762
30
$3.06M 0.98%
+47,800
31
$2.74M 0.87%
92,320
+4,060
32
$2.54M 0.81%
+134,694
33
$2.38M 0.76%
18,754
-1,827
34
$2.25M 0.72%
22,041
-20,924
35
$2.24M 0.71%
40,062
+1,636
36
$2.24M 0.71%
46,357
+1,998
37
$2.2M 0.7%
44,967
+2,205
38
$2.13M 0.68%
25,176
+1,081
39
$2.12M 0.68%
+222,626
40
$1.92M 0.61%
49,710
+3,465
41
$1.65M 0.53%
18,886
+766
42
$1.53M 0.49%
+33,146
43
$1.52M 0.48%
6,537
+653
44
$1.51M 0.48%
8,256
45
$1.48M 0.47%
20,988
+493
46
$1.45M 0.46%
25,944
+4,172
47
$1.36M 0.43%
10,923
+436
48
$1.34M 0.43%
35,669
+1,849
49
$1.32M 0.42%
+18,014
50
$1.32M 0.42%
14,881
+877
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