FFS

Founders Financial Securities Portfolio holdings

AUM $1.7B
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.44M
3
+$5.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.8M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$5.69M

Top Sells

1
+$22.7M
2
+$8.71M
3
+$5.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.29M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.88M

Sector Composition

1 Technology 7.77%
2 Financials 3.25%
3 Healthcare 2.33%
4 Consumer Staples 2.02%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 0.87%
137,519
-15,014
27
$11.2M 0.85%
50,967
-30
28
$10.4M 0.79%
113,157
-3,800
29
$10.2M 0.77%
53,893
+635
30
$9.48M 0.72%
233,197
+21,292
31
$9.45M 0.72%
16,630
+5,212
32
$9.02M 0.69%
150,237
-15,824
33
$8.92M 0.68%
14,362
-883
34
$8.27M 0.63%
209,408
+38,930
35
$7.99M 0.61%
45,205
-6,027
36
$7.89M 0.6%
72,610
+28,316
37
$7.64M 0.58%
10,356
+275
38
$7.53M 0.57%
149,676
+7,936
39
$7.44M 0.57%
40,678
+1,636
40
$7.09M 0.54%
39,017
+3,425
41
$7.07M 0.54%
142,742
+90,820
42
$7.01M 0.53%
+83,379
43
$6.98M 0.53%
34,099
+23,721
44
$6.61M 0.5%
63,252
-46,917
45
$6.47M 0.49%
+130,374
46
$6.47M 0.49%
129,703
+6,918
47
$6.46M 0.49%
40,559
+11,977
48
$6.43M 0.49%
171,308
+66,812
49
$6.19M 0.47%
122,088
+37,492
50
$6.17M 0.47%
66,590
+9,375
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