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
$497M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.26M
3
+$2.61M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.52M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M

Top Sells

1
+$8.55M
2
+$4.39M
3
+$4.12M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.05M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$1.67M

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 3.79%
3 Financials 3.12%
4 Healthcare 2.99%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.43%
6,287
+287
52
$2.1M 0.42%
24,133
+939
53
$2.08M 0.42%
17,903
+2,658
54
$2.06M 0.41%
5,272
+242
55
$2.05M 0.41%
37,599
+2,277
56
$1.96M 0.4%
12,783
-246
57
$1.93M 0.39%
11,433
-139
58
$1.9M 0.38%
36,105
-83,460
59
$1.85M 0.37%
23,595
-137
60
$1.84M 0.37%
21,450
+851
61
$1.78M 0.36%
7,986
+367
62
$1.7M 0.34%
6,233
-100
63
$1.69M 0.34%
21,125
64
$1.67M 0.34%
35,253
+2,065
65
$1.66M 0.33%
3,686
-114
66
$1.65M 0.33%
7,410
+584
67
$1.6M 0.32%
30,564
+1,433
68
$1.58M 0.32%
33,956
-181
69
$1.55M 0.31%
31,900
+1,820
70
$1.5M 0.3%
4,362
+209
71
$1.46M 0.29%
23,266
+460
72
$1.45M 0.29%
37,329
+3,287
73
$1.34M 0.27%
16,993
+573
74
$1.33M 0.27%
8,125
-338
75
$1.33M 0.27%
24,345
+4,622
1 2
3
4 5