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
$434M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$4.19M
3
+$3.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3M

Top Sells

1
+$10.4M
2
+$7.07M
3
+$6.57M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$5.8M
5
BND icon
Vanguard Total Bond Market
BND
+$4.4M

Sector Composition

1 Technology 6.65%
2 Healthcare 3.13%
3 Financials 3.13%
4 Consumer Discretionary 3.03%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.37%
7,531
+1,763
52
$1.57M 0.36%
6,753
+1,396
53
$1.55M 0.36%
6,084
+1,812
54
$1.49M 0.34%
21,193
+3,609
55
$1.46M 0.34%
21,380
+615
56
$1.44M 0.33%
3,894
+78
57
$1.43M 0.33%
6,929
-212
58
$1.4M 0.32%
36,412
-2,691
59
$1.39M 0.32%
25,767
+1,723
60
$1.39M 0.32%
12,550
-960
61
$1.35M 0.31%
15,689
-1
62
$1.35M 0.31%
26,080
+1,653
63
$1.34M 0.31%
5,377
+487
64
$1.33M 0.31%
11,813
+7,846
65
$1.33M 0.31%
15,386
+9,610
66
$1.32M 0.3%
25,071
+7,588
67
$1.29M 0.3%
33,057
+9,362
68
$1.26M 0.29%
46,328
+1,490
69
$1.25M 0.29%
14,827
+4,214
70
$1.24M 0.29%
22,470
+1,608
71
$1.21M 0.28%
21,744
-2,231
72
$1.2M 0.28%
19,216
+110
73
$1.18M 0.27%
16,867
+10,850
74
$1.17M 0.27%
3,325
+1,283
75
$1.17M 0.27%
23,072
-1,588
1 2
3
4 5