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
$497M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.26M
3
+$2.61M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.52M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M

Top Sells

1
+$8.55M
2
+$4.39M
3
+$4.12M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.05M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$1.67M

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 3.79%
3 Financials 3.12%
4 Healthcare 2.99%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.56M 0.72%
32,238
+1,258
27
$3.51M 0.71%
169,290
-17,470
28
$3.49M 0.7%
40,473
+1,923
29
$3.33M 0.67%
134,670
+47,889
30
$3.27M 0.66%
78,842
+21,642
31
$3.27M 0.66%
29,686
+4,084
32
$3.25M 0.65%
24,932
+578
33
$3.22M 0.65%
12,459
+420
34
$3.19M 0.64%
83,922
-26,550
35
$3.15M 0.63%
161,854
+1,900
36
$3.04M 0.61%
27,543
+5,373
37
$2.97M 0.6%
43,204
+7,022
38
$2.97M 0.6%
9,041
+507
39
$2.96M 0.6%
33,850
-315
40
$2.91M 0.59%
20,786
+163
41
$2.52M 0.51%
15,626
+210
42
$2.52M 0.51%
19,824
+113
43
$2.52M 0.51%
+52,262
44
$2.48M 0.5%
108,162
-8,408
45
$2.44M 0.49%
5,078
-503
46
$2.36M 0.48%
48,840
+11,406
47
$2.3M 0.46%
8,232
+1
48
$2.24M 0.45%
5,216
+941
49
$2.23M 0.45%
22,836
+6,134
50
$2.23M 0.45%
16,749
-85
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