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
$296M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$4.76M
3
+$4.39M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.17M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.68M

Top Sells

1
+$7.1M
2
+$7.09M
3
+$6.99M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$4.88M

Sector Composition

1 Healthcare 2.82%
2 Technology 2.46%
3 Financials 1.58%
4 Energy 1.53%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 1.14%
80,298
-166,878
27
$3.25M 1.1%
57,427
-26,443
28
$2.82M 0.95%
95,930
+3,610
29
$2.56M 0.87%
60,891
-116,015
30
$2.45M 0.83%
48,170
+3,203
31
$2.4M 0.81%
32,170
+14,156
32
$2.4M 0.81%
21,571
-470
33
$2.36M 0.8%
27,897
+2,721
34
$2.28M 0.77%
55,430
+5,720
35
$2.13M 0.72%
29,052
+3,108
36
$1.86M 0.63%
31,225
-8,837
37
$1.81M 0.61%
20,601
+1,715
38
$1.58M 0.53%
22,611
+1,623
39
$1.51M 0.51%
40,064
+4,395
40
$1.47M 0.5%
6,723
+186
41
$1.42M 0.48%
12,476
+1,413
42
$1.4M 0.47%
11,225
+302
43
$1.36M 0.46%
21,141
+123
44
$1.35M 0.46%
9,264
+542
45
$1.33M 0.45%
5,528
-17
46
$1.28M 0.43%
3,287
-7
47
$1.24M 0.42%
10,896
+2
48
$1.22M 0.41%
10,528
+1,685
49
$1.21M 0.41%
23,096
+678
50
$1.14M 0.38%
10,121
+24
1
2
3 4 5