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
$504M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.54M
3
+$3.13M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.93M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.7M

Top Sells

1
+$5.98M
2
+$4.93M
3
+$3.67M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.42M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.4M

Sector Composition

1 Technology 7.68%
2 Consumer Discretionary 3.85%
3 Healthcare 3.19%
4 Financials 3.06%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 0.76%
28,866
+26,620
27
$3.73M 0.74%
186,760
+18,320
28
$3.73M 0.74%
124,451
+12,855
29
$3.32M 0.66%
38,550
+3,398
30
$3.27M 0.65%
18,843
+14,286
31
$3.18M 0.63%
24,354
+22,414
32
$3.13M 0.62%
+159,954
33
$3.01M 0.6%
34,165
+1,964
34
$2.9M 0.58%
116,570
-3,475
35
$2.88M 0.57%
25,602
+5,800
36
$2.78M 0.55%
20,623
-1,178
37
$2.74M 0.54%
5,581
-83
38
$2.73M 0.54%
12,039
+8,475
39
$2.72M 0.54%
8,534
+369
40
$2.7M 0.54%
+45,242
41
$2.54M 0.5%
15,416
+1,602
42
$2.53M 0.5%
36,182
+21,768
43
$2.48M 0.49%
+19,711
44
$2.46M 0.49%
22,170
+1,694
45
$2.39M 0.47%
57,200
+7,380
46
$2.26M 0.45%
16,834
+2,221
47
$2.24M 0.45%
8,231
+32
48
$2.19M 0.43%
86,781
+74,481
49
$2.19M 0.43%
78,862
+32,534
50
$2.12M 0.42%
14,373
+11,370
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