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
$556M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.61M
3
+$4.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.31M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$2.88M

Top Sells

1
+$3.37M
2
+$3.17M
3
+$2.95M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.6M

Sector Composition

1 Technology 7.6%
2 Consumer Discretionary 4.01%
3 Healthcare 3.15%
4 Financials 2.9%
5 Industrials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.64M 0.83%
26,683
+2,138
27
$4.61M 0.83%
+75,741
28
$4.43M 0.8%
30,439
-23,172
29
$4.32M 0.78%
12,267
-192
30
$4.15M 0.75%
22,842
-17,432
31
$4.07M 0.73%
137,518
+10,759
32
$3.83M 0.69%
9,233
+192
33
$3.44M 0.62%
177,058
+15,204
34
$3.43M 0.62%
20,961
+175
35
$3.42M 0.62%
44,412
+1,208
36
$3.42M 0.61%
80,148
-3,774
37
$3.25M 0.59%
79,013
+171
38
$3.18M 0.57%
36,502
+2,652
39
$3.17M 0.57%
29,086
-600
40
$3.16M 0.57%
28,920
+1,377
41
$3.14M 0.56%
22,291
+2,467
42
$3.11M 0.56%
115,491
-19,179
43
$3.03M 0.55%
32,079
-159
44
$3.02M 0.54%
6,909
+5,549
45
$2.95M 0.53%
44,731
-24,310
46
$2.88M 0.52%
+79,962
47
$2.85M 0.51%
21,465
+4,716
48
$2.84M 0.51%
8,073
-159
49
$2.82M 0.51%
16,466
+840
50
$2.77M 0.5%
5,836
+620
1
2
3 4 5