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
$693M
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.03M
3
+$8.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.76M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.98M

Top Sells

1
+$37.7M
2
+$7.7M
3
+$3.23M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.21M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.91M

Sector Composition

1 Technology 5.78%
2 Financials 3.38%
3 Healthcare 2.89%
4 Consumer Discretionary 2.59%
5 Consumer Staples 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.43M 0.93%
69,305
+18,911
27
$6.23M 0.9%
62,487
+6,493
28
$6.16M 0.89%
122,501
+93,451
29
$5.36M 0.77%
51,238
+6,788
30
$5.27M 0.76%
42,471
+16,095
31
$5.14M 0.74%
144,504
+27,908
32
$5.1M 0.74%
182,811
+6,737
33
$5.07M 0.73%
103,641
-1,118
34
$4.98M 0.72%
+110,539
35
$4.89M 0.71%
176,100
+12,590
36
$4.87M 0.7%
83,056
+42,892
37
$4.83M 0.7%
54,444
+5,876
38
$4.76M 0.69%
36,748
+3,338
39
$4.57M 0.66%
93,672
-466
40
$4.39M 0.63%
31,758
-4,276
41
$4.23M 0.61%
40,938
+5,946
42
$4.14M 0.6%
50,347
+8,700
43
$4.02M 0.58%
19,712
+531
44
$3.99M 0.58%
36,406
+5,944
45
$3.8M 0.55%
44,023
-80
46
$3.64M 0.53%
60,276
+4,975
47
$3.48M 0.5%
74,021
+11,568
48
$3.46M 0.5%
101,355
+57,991
49
$3.42M 0.49%
22,086
+1,694
50
$3.42M 0.49%
22,973
+1,023
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