FFS

Founders Financial Securities Portfolio holdings

AUM $1.77B
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Sells

1 +$18.2M
2 +$15.8M
3 +$10.1M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.82M
5
IAK icon
iShares US Insurance ETF
IAK
+$4.9M

Sector Composition

1 Technology 7.89%
2 Financials 2.95%
3 Healthcare 2.08%
4 Industrials 1.96%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$13.5M 0.92%
205,100
+54,863
27
$12.7M 0.87%
251,676
-18,594
28
$11.8M 0.8%
19,296
+2,666
29
$11.1M 0.75%
405,956
-580,241
30
$10.9M 0.74%
49,844
-1,123
31
$10.8M 0.74%
+209,929
32
$10.8M 0.74%
246,365
+13,168
33
$10.8M 0.73%
51,628
-2,265
34
$9.46M 0.64%
14,135
-227
35
$9.31M 0.63%
221,492
+12,084
36
$9.3M 0.63%
60,321
+33,080
37
$8.79M 0.6%
73,340
+730
38
$8.09M 0.55%
11,022
+666
39
$7.97M 0.54%
24,160
+2,590
40
$7.65M 0.52%
54,984
+14,776
41
$7.55M 0.51%
150,278
+602
42
$7.26M 0.49%
85,629
+2,250
43
$7.24M 0.49%
+155,899
44
$7.06M 0.48%
139,822
+9,448
45
$6.7M 0.46%
66,549
+15,017
46
$6.52M 0.44%
14,670
+321
47
$6.49M 0.44%
187,066
+4,901
48
$6.47M 0.44%
138,224
+4,703
49
$6.32M 0.43%
197,968
-3,756
50
$6.3M 0.43%
125,935
-3,768