FFS
Founders Financial Securities Portfolio holdings
AUM
$1.32B
This Quarter Return
+4.89%
1 Year Return
+14.8%
3 Year Return
+52.37%
5 Year Return
+90.78%
10 Year Return
+192.43%
AUM
$149M
AUM Growth
+$149M
(+99,745%)
Cap. Flow
+$48.2M
Cap. Flow
% of AUM
32.31%
Top 10 Holdings %
Top 10 Hldgs %
62.79%
Holding
89
New
24
Increased
37
Reduced
12
Closed
16
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$10.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$7.76M |
| 3 |
iShares MSCI ACWI ex US ETF
ACWX
|
$2.59M |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$2.57M |
| 5 |
ConocoPhillips
COP
|
$2.48M |
Top Sells
Sector Composition
| 1 | Technology | 5.66% |
| 2 | Industrials | 4.76% |
| 3 | Healthcare | 2.99% |
| 4 | Consumer Staples | 2.81% |
| 5 | Energy | 1.83% |
