FFS
Founders Financial Securities Portfolio holdings
AUM
$1.32B
1-Year Return
14.8%
This Quarter Return
-0.52%
1 Year Return
+14.8%
3 Year Return
+52.37%
5 Year Return
+90.78%
10 Year Return
+192.43%
AUM
$155M
AUM Growth
+$6.17M
(+4.1%)
Cap. Flow
+$7.42M
Cap. Flow
% of AUM
4.78%
Top 10 Holdings %
Top 10 Hldgs %
59.63%
Holding
87
New
14
Increased
47
Reduced
8
Closed
17
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$9.95M |
| 2 |
Invesco QQQ Trust
QQQ
|
$8.01M |
| 3 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$4.81M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$3.36M |
| 5 |
SPDR S&P Bank ETF
KBE
|
$3.25M |
Top Sells
| 1 |
iShares MSCI ACWI ex US ETF
ACWX
|
$8.87M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$7.66M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.93M |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$2.57M |
| 5 |
Corning
GLW
|
$2.18M |
Sector Composition
| 1 | Industrials | 5.08% |
| 2 | Technology | 4.23% |
| 3 | Healthcare | 3.29% |
| 4 | Consumer Discretionary | 1.74% |
| 5 | Energy | 1.69% |
