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
$772M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$5.91M
3
+$3.87M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.77M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.71M

Top Sells

1
+$8.76M
2
+$8.1M
3
+$7.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.73M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.63M

Sector Composition

1 Technology 6.01%
2 Financials 3.29%
3 Healthcare 2.75%
4 Consumer Staples 2.32%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.06M 0.53%
19,094
-709
52
$4.05M 0.52%
44,795
+15,614
53
$4.03M 0.52%
81,438
+1,948
54
$3.86M 0.5%
27,220
+10,882
55
$3.5M 0.45%
177,855
-3,379
56
$3.44M 0.45%
23,552
+1,860
57
$3.29M 0.43%
21,124
-605
58
$3.27M 0.42%
6,483
+404
59
$3.27M 0.42%
98,470
+25,279
60
$3.22M 0.42%
+55,012
61
$3.21M 0.42%
94,834
+28,024
62
$2.75M 0.36%
11,948
+649
63
$2.7M 0.35%
22,931
+817
64
$2.64M 0.34%
49,146
+460
65
$2.54M 0.33%
10,145
-72
66
$2.46M 0.32%
35,797
+2,244
67
$2.36M 0.31%
59,510
-17,191
68
$2.36M 0.31%
42,100
+1,276
69
$2.23M 0.29%
+43,970
70
$2.22M 0.29%
15,293
-1,556
71
$2.21M 0.29%
58,822
-26,535
72
$2.18M 0.28%
65,687
+33,330
73
$2.15M 0.28%
23,942
+1,412
74
$2.1M 0.27%
47,359
+1,639
75
$2.09M 0.27%
5,977
+1,162
1 2
3
4 5