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
$314M
AUM Growth
+$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$5M
3
+$4.53M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$4.43M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.75M

Top Sells

1
+$8.87M
2
+$6.49M
3
+$5.22M
4
VTV icon
Vanguard Value ETF
VTV
+$4.48M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$4.47M

Sector Composition

1 Technology 2.29%
2 Healthcare 2.1%
3 Energy 1.63%
4 Financials 1.22%
5 Consumer Staples 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.41%
3,294
+130
52
$1.26M 0.4%
11,063
+1,021
53
$1.18M 0.38%
10,894
+458
54
$1.17M 0.37%
22,418
+8,606
55
$1.13M 0.36%
8,722
+1,020
56
$1.1M 0.35%
35,250
+160
57
$1.1M 0.35%
10,097
+578
58
$1.07M 0.34%
5,545
+294
59
$1.07M 0.34%
21,018
+1,406
60
$1.04M 0.33%
+118,275
61
$1.04M 0.33%
26,298
+2,133
62
$1.03M 0.33%
7,150
+4,225
63
$1.01M 0.32%
20,420
+942
64
$990K 0.32%
7,122
+563
65
$956K 0.3%
8,843
-38,512
66
$905K 0.29%
15,927
+1,360
67
$895K 0.29%
6,646
-344
68
$892K 0.28%
17,151
+1,949
69
$872K 0.28%
7,354
+657
70
$833K 0.27%
+31,275
71
$801K 0.26%
5,758
+328
72
$736K 0.23%
13,709
+491
73
$716K 0.23%
4,433
+202
74
$700K 0.22%
20,499
+324
75
$693K 0.22%
13,749
+2,993
1 2
3
4 5