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
$1.06B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.13M
3
+$2.97M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.93M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.64M

Top Sells

1
+$6.22M
2
+$3.46M
3
+$2.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.32M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.53M

Sector Composition

1 Technology 8.27%
2 Financials 3.39%
3 Healthcare 2.58%
4 Consumer Staples 2.18%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.9M 1.03%
21,705
+701
27
$10.4M 0.98%
112,784
+2,727
28
$10.3M 0.97%
70,654
+11,312
29
$10.2M 0.97%
63,791
+15,671
30
$10.1M 0.95%
245,079
+29,000
31
$9.56M 0.9%
206,438
+2,538
32
$9.31M 0.88%
141,905
+18,934
33
$9.04M 0.86%
46,781
+4,256
34
$8.76M 0.83%
104,314
-868
35
$8.36M 0.79%
230,416
+3,198
36
$7.74M 0.73%
84,947
+1,584
37
$7.12M 0.67%
68,147
+2,379
38
$6.68M 0.63%
177,397
+23,497
39
$6.35M 0.6%
41,650
+27
40
$6.05M 0.57%
70,585
-204
41
$5.95M 0.56%
59,048
+457
42
$5.94M 0.56%
67,152
+1,216
43
$5.84M 0.55%
115,532
+48,508
44
$5.74M 0.54%
99,607
+24,778
45
$5.73M 0.54%
105,213
+18,875
46
$5.44M 0.51%
20,319
+177
47
$5.02M 0.47%
30,410
+6,447
48
$4.98M 0.47%
198,517
-4,852
49
$4.79M 0.45%
41,634
+16,797
50
$4.75M 0.45%
60,801
+1,171
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