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
$309M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$8.49M
3
+$7.74M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.74M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$7.24M

Top Sells

1
+$103M
2
+$7.55M
3
+$2.23M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.51M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.16M

Sector Composition

1 Technology 6.85%
2 Healthcare 3.07%
3 Consumer Discretionary 2.38%
4 Consumer Staples 2.28%
5 Financials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.45%
+4,281
52
$1.37M 0.44%
3,744
+364
53
$1.19M 0.39%
22,268
+11,817
54
$1.11M 0.36%
3,726
+919
55
$1.08M 0.35%
6,899
-623
56
$1.04M 0.34%
22,363
+826
57
$1.04M 0.34%
25,758
+6,288
58
$960K 0.31%
9,896
+3
59
$945K 0.31%
16,075
+321
60
$943K 0.31%
115,380
-8,495
61
$939K 0.3%
8,118
+857
62
$917K 0.3%
23,154
+7,448
63
$906K 0.29%
+14,982
64
$860K 0.28%
38,253
+26,928
65
$846K 0.27%
15,402
+435
66
$824K 0.27%
15,063
-1,958
67
$821K 0.27%
7,254
+2,097
68
$811K 0.26%
18,029
+4,559
69
$811K 0.26%
14,678
+332
70
$809K 0.26%
+4,636
71
$804K 0.26%
9,093
+1,618
72
$787K 0.25%
5,286
+955
73
$774K 0.25%
+3,379
74
$770K 0.25%
78,720
+40,880
75
$748K 0.24%
21,605
+13,319
1 2
3
4 5