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
$300M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$6.75M
3
+$4.97M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.75M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.09M

Top Sells

1
+$9.2M
2
+$6.28M
3
+$4.68M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$4.52M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.05M

Sector Composition

1 Healthcare 1.66%
2 Consumer Staples 1.5%
3 Financials 1.02%
4 Technology 0.62%
5 Energy 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$850K 0.28%
22,204
+282
52
$843K 0.28%
15,701
+2,911
53
$838K 0.28%
5,996
+111
54
$836K 0.28%
7,549
+49
55
$826K 0.27%
10,984
+198
56
$772K 0.26%
6,319
-24,962
57
$725K 0.24%
24,702
-1,095
58
$723K 0.24%
+4,858
59
$709K 0.24%
10,630
+114
60
$709K 0.24%
17,460
-745
61
$689K 0.23%
+12,305
62
$684K 0.23%
+5,705
63
$681K 0.23%
+11,220
64
$680K 0.23%
11,958
-350
65
$673K 0.22%
+16,415
66
$669K 0.22%
10,361
+132
67
$665K 0.22%
9,245
-661
68
$645K 0.21%
+14,543
69
$645K 0.21%
+12,560
70
$631K 0.21%
+3,631
71
$606K 0.2%
+12,606
72
$606K 0.2%
6,596
+156
73
$551K 0.18%
14,462
-1,060
74
$478K 0.16%
3,138
-35
75
$470K 0.16%
3,200
+29
1 2
3
4 5