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
$504M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.54M
3
+$3.13M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.93M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.7M

Top Sells

1
+$5.98M
2
+$4.93M
3
+$3.67M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.42M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.4M

Sector Composition

1 Technology 7.68%
2 Consumer Discretionary 3.85%
3 Healthcare 3.19%
4 Financials 3.06%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.41%
6,000
+170
52
$2.03M 0.4%
11,572
-537
53
$2.02M 0.4%
13,029
+5,595
54
$2.01M 0.4%
5,030
+7
55
$1.88M 0.37%
23,732
+1,378
56
$1.87M 0.37%
35,322
+9,242
57
$1.83M 0.36%
4,275
+1,473
58
$1.81M 0.36%
37,434
+3,506
59
$1.8M 0.36%
23,194
+2,001
60
$1.79M 0.35%
12,230
-320
61
$1.79M 0.35%
15,245
+709
62
$1.78M 0.35%
7,619
+88
63
$1.76M 0.35%
6,333
+249
64
$1.76M 0.35%
20,599
+4,910
65
$1.71M 0.34%
+16,702
66
$1.66M 0.33%
21,933
-624
67
$1.65M 0.33%
21,125
-255
68
$1.59M 0.32%
33,188
+25,101
69
$1.58M 0.31%
29,131
+4,060
70
$1.57M 0.31%
4,153
+259
71
$1.55M 0.31%
34,137
+1,080
72
$1.52M 0.3%
6,826
-103
73
$1.52M 0.3%
14,496
-1,404
74
$1.5M 0.3%
3,800
+475
75
$1.48M 0.29%
33,665
-5,525
1 2
3
4 5