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
$263M
AUM Growth
+$121K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.42M
3
+$3.04M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.76M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.62M

Top Sells

1
+$12.8M
2
+$5.48M
3
+$1.97M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.59M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.56M

Sector Composition

1 Healthcare 2.37%
2 Financials 1.53%
3 Technology 1.1%
4 Consumer Staples 0.93%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$794K 0.3%
+6,946
52
$773K 0.29%
+10,332
53
$747K 0.28%
+12,217
54
$747K 0.28%
+5,782
55
$743K 0.28%
+5,620
56
$731K 0.28%
28,983
-19,323
57
$725K 0.28%
18,759
-114
58
$720K 0.27%
+7,600
59
$697K 0.26%
26,355
+4,226
60
$685K 0.26%
+16,715
61
$683K 0.26%
14,435
-277
62
$661K 0.25%
+13,322
63
$658K 0.25%
18,604
+489
64
$651K 0.25%
23,285
-56,786
65
$633K 0.24%
23,292
-766
66
$629K 0.24%
10,077
-1,795
67
$600K 0.23%
5,626
-388
68
$595K 0.23%
+22,926
69
$593K 0.23%
+7,177
70
$592K 0.23%
+9,840
71
$579K 0.22%
7,410
72
$579K 0.22%
+14,900
73
$571K 0.22%
14,579
+1,724
74
$556K 0.21%
+16,482
75
$526K 0.2%
9,575
-90
1 2
3
4 5