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
$772M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$5.91M
3
+$3.87M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.77M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.71M

Top Sells

1
+$8.76M
2
+$8.1M
3
+$7.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.73M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.63M

Sector Composition

1 Technology 6.01%
2 Financials 3.29%
3 Healthcare 2.75%
4 Consumer Staples 2.32%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.16M 1.06%
235,150
+44,536
27
$7.02M 0.91%
74,040
+5,169
28
$6.44M 0.83%
126,896
-36,992
29
$6.31M 0.82%
99,328
+59,335
30
$6.29M 0.82%
61,153
+2,471
31
$6.19M 0.8%
94,376
+55,164
32
$6.18M 0.8%
85,408
+3,758
33
$5.91M 0.77%
+58,749
34
$5.54M 0.72%
34,428
+14,697
35
$5.51M 0.71%
109,558
+4,380
36
$5.5M 0.71%
54,206
+31,897
37
$5.45M 0.71%
13,872
+2,808
38
$5.43M 0.7%
145,300
-5,216
39
$5.37M 0.7%
65,055
+13,074
40
$5.23M 0.68%
109,392
+2,827
41
$5.18M 0.67%
40,762
+2,147
42
$4.96M 0.64%
147,747
+5,950
43
$4.75M 0.62%
34,463
+3,858
44
$4.41M 0.57%
42,511
+5,741
45
$4.37M 0.57%
72,431
+27,371
46
$4.29M 0.56%
33,307
-8,373
47
$4.24M 0.55%
89,130
-2,315
48
$4.24M 0.55%
72,773
+5,139
49
$4.24M 0.55%
15,553
+1,893
50
$4.09M 0.53%
40,071
+705
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