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
$556M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.61M
3
+$4.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.31M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$2.88M

Top Sells

1
+$3.37M
2
+$3.17M
3
+$2.95M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.6M

Sector Composition

1 Technology 7.6%
2 Consumer Discretionary 4.01%
3 Healthcare 3.15%
4 Financials 2.9%
5 Industrials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.72M 0.49%
13,311
+6,200
52
$2.66M 0.48%
5,300
+28
53
$2.6M 0.47%
21,237
+17,613
54
$2.6M 0.47%
99,524
-8,638
55
$2.6M 0.47%
24,551
+1,715
56
$2.46M 0.44%
29,579
+5,984
57
$2.43M 0.44%
38,393
+794
58
$2.42M 0.43%
51,015
+2,175
59
$2.38M 0.43%
20,468
+2,565
60
$2.25M 0.4%
40,731
+24,464
61
$2.2M 0.4%
6,540
+253
62
$2.18M 0.39%
25,004
+871
63
$2.15M 0.39%
32,290
+390
64
$2.02M 0.36%
3,554
-132
65
$2.01M 0.36%
23,388
+1,938
66
$2M 0.36%
33,817
+3,253
67
$1.95M 0.35%
8,984
+998
68
$1.93M 0.35%
3,732
-1,346
69
$1.93M 0.35%
21,323
+4,330
70
$1.87M 0.34%
6,248
+15
71
$1.77M 0.32%
11,438
+5
72
$1.76M 0.32%
7,301
-109
73
$1.72M 0.31%
26,040
+2,774
74
$1.68M 0.3%
21,130
+5
75
$1.62M 0.29%
33,742
-214
1 2
3
4 5