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
$296M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$4.76M
3
+$4.39M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.17M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.68M

Top Sells

1
+$7.1M
2
+$7.09M
3
+$6.99M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$4.88M

Sector Composition

1 Healthcare 2.82%
2 Technology 2.46%
3 Financials 1.58%
4 Energy 1.53%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.37%
27,430
-7,820
52
$1.03M 0.35%
6,564
+806
53
$1.02M 0.35%
25,878
-420
54
$1M 0.34%
20,876
+456
55
$937K 0.32%
7,315
+193
56
$917K 0.31%
16,231
+304
57
$902K 0.31%
7,488
+134
58
$855K 0.29%
21,259
+760
59
$801K 0.27%
14,891
+1,142
60
$800K 0.27%
14,924
+1,215
61
$763K 0.26%
2,594
+139
62
$759K 0.26%
4,453
+20
63
$752K 0.25%
4,539
+494
64
$723K 0.24%
12,311
+38
65
$695K 0.24%
12,560
+617
66
$675K 0.23%
4,665
+1,192
67
$661K 0.22%
7,242
+21
68
$637K 0.22%
16,647
+609
69
$633K 0.21%
15,354
+1,057
70
$623K 0.21%
10,651
+110
71
$614K 0.21%
6,138
-1,149
72
$611K 0.21%
8,422
-1,234
73
$602K 0.2%
13,377
+2,282
74
$573K 0.19%
17,102
-2,442
75
$567K 0.19%
6,140
+1,940
1 2
3
4 5