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
$434M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$4.19M
3
+$3.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3M

Top Sells

1
+$10.4M
2
+$7.07M
3
+$6.57M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$5.8M
5
BND icon
Vanguard Total Bond Market
BND
+$4.4M

Sector Composition

1 Technology 6.65%
2 Healthcare 3.13%
3 Financials 3.13%
4 Consumer Discretionary 3.03%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.68M 0.85%
30,659
+113
27
$3.31M 0.76%
111,596
+3,698
28
$3.03M 0.7%
35,152
-643
29
$2.95M 0.68%
21,801
+3,605
30
$2.82M 0.65%
120,045
-2,275
31
$2.81M 0.65%
32,201
-296
32
$2.7M 0.62%
5,664
+1,604
33
$2.49M 0.57%
8,165
+686
34
$2.42M 0.56%
26,071
+1,062
35
$2.27M 0.52%
13,814
+1,666
36
$2.25M 0.52%
168,440
+23,640
37
$2.24M 0.52%
20,476
-14,969
38
$2.23M 0.51%
12,109
+2,228
39
$2.16M 0.5%
19,802
-17,303
40
$2.05M 0.47%
49,820
-50,800
41
$2.02M 0.46%
8,199
+108
42
$1.9M 0.44%
14,613
-2,843
43
$1.87M 0.43%
5,023
+809
44
$1.72M 0.4%
5,830
+1,485
45
$1.69M 0.39%
14,536
+846
46
$1.66M 0.38%
+39,190
47
$1.65M 0.38%
22,354
-1,022
48
$1.65M 0.38%
22,557
-12,824
49
$1.64M 0.38%
33,928
-43,662
50
$1.61M 0.37%
15,900
-197
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