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
$901M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.8M
3
+$4.34M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.02M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$3.86M

Top Sells

1
+$4.6M
2
+$4.17M
3
+$4.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.86M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.35M

Sector Composition

1 Technology 6.84%
2 Financials 3.55%
3 Healthcare 2.85%
4 Consumer Staples 2.3%
5 Consumer Discretionary 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.85M 0.98%
243,496
+8,346
27
$8.46M 0.94%
81,264
+7,224
28
$8.08M 0.9%
145,680
-46,455
29
$7.52M 0.83%
49,475
+8,713
30
$7.16M 0.8%
202,342
+54,595
31
$7.08M 0.79%
111,285
+38,512
32
$6.81M 0.76%
64,631
+3,478
33
$6.48M 0.72%
14,842
+970
34
$6.16M 0.68%
122,703
+13,145
35
$6.08M 0.67%
68,219
+3,164
36
$6M 0.67%
159,514
+61,044
37
$5.61M 0.62%
107,977
+26,539
38
$5.6M 0.62%
+132,857
39
$5.21M 0.58%
16,754
+1,201
40
$5.09M 0.56%
50,766
-7,983
41
$4.92M 0.55%
32,912
-1,551
42
$4.76M 0.53%
94,195
+5,065
43
$4.64M 0.52%
19,574
+480
44
$4.56M 0.51%
42,421
-90
45
$4.27M 0.47%
23,898
-10,530
46
$4.18M 0.46%
7,939
+1,456
47
$4.16M 0.46%
48,617
+42,041
48
$4.06M 0.45%
57,703
-41,625
49
$4.03M 0.45%
29,542
-3,765
50
$3.9M 0.43%
35,272
-4,799
1
2
3 4 5