FFS
Founders Financial Securities Portfolio holdings
AUM
$1.47B
1-Year Est. Return
15.3%
1 Year Est. Return
+15.3%
AUM
$1.47B
AUM Growth
+$154M
(+12%)
Holding
536
Top Buys
| 1 | +$21.9M | |
| 2 | +$17.7M | |
| 3 | +$15.5M | |
| 4 |
HOLA
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
|
+$10.8M |
| 5 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$9.72M |
Top Sells
| 1 | +$18.2M | |
| 2 | +$15.8M | |
| 3 | +$10.3M | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$5.84M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
526
First Trust Managed Municipal ETF
FMB
$1.92B
| – | – |
-11,409
|
|
||
527
Ford
F
$49.5B
| – | – |
-23,228
|
|
||
528
Emerson Electric
EMR
$73.2B
| – | – |
-1,664
|
|
||
529
Duke Energy
DUK
$100B
| – | – |
-1,841
|
|
||
530
Dimensional US High Profitability ETF
DUHP
$9.67B
| – | – |
-511,050
|
|
||
531
WisdomTree US LargeCap Dividend Fund
DLN
$5.41B
| – | – |
-3,758
|
|
||
532
iShares Core Dividend ETF
DIVB
$1.01B
| – | – |
-4,727
|
|
||
|
BRSP
533
BrightSpire Capital
BRSP
$699M
| – | – |
-10,312
|
|
||
534
Blackrock
BLK
$175B
| – | – |
-214
|
|
||
535
Boeing
BA
$164B
| – | – |
-1,451
|
|
||
536
Automatic Data Processing
ADP
$115B
| – | – |
-919
|
|