FFS

Founders Financial Securities Portfolio holdings

AUM $1.47B
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$5.04M
3
+$3.53M
4
CMI icon
Cummins
CMI
+$2.25M
5
UPS icon
United Parcel Service
UPS
+$2.23M

Top Sells

1
+$15.9M
2
+$8.01M
3
+$2.83M
4
MSFT icon
Microsoft
MSFT
+$2.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.43M

Sector Composition

1 Industrials 5.76%
2 Healthcare 3.46%
3 Consumer Discretionary 3.31%
4 Technology 2.48%
5 Consumer Staples 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$271K 0.16%
+10,900
52
$271K 0.16%
9,921
-112
53
$268K 0.16%
3,130
-40
54
$256K 0.15%
+2,455
55
$256K 0.15%
20,079
-713
56
$235K 0.14%
2,944
-52
57
$224K 0.13%
4,963
-86
58
$219K 0.13%
+22,222
59
$218K 0.13%
+7,408
60
$218K 0.13%
+8,117
61
$218K 0.13%
26,494
-1,309
62
$215K 0.13%
4,638
+549
63
$215K 0.13%
5,177
-158
64
$204K 0.12%
+15,119
65
$204K 0.12%
24,847
-602
66
$204K 0.12%
406,960
-9,840
67
$173K 0.1%
19,784
+1,516
68
$167K 0.1%
14,118
-359
69
$158K 0.09%
+1,024
70
$152K 0.09%
+10,146
71
$98K 0.06%
22,217
72
$96K 0.06%
+11,788
73
$74K 0.04%
502
+60
74
$68K 0.04%
+10,095
75
– –
-10,324
1 2
3
4