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
$901M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.8M
3
+$4.34M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.02M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$3.86M

Top Sells

1
+$4.6M
2
+$4.17M
3
+$4.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.86M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.35M

Sector Composition

1 Technology 6.84%
2 Financials 3.55%
3 Healthcare 2.85%
4 Consumer Staples 2.3%
5 Consumer Discretionary 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.86M 0.43%
+40,390
52
$3.84M 0.43%
+31,252
53
$3.76M 0.42%
51,809
-42,567
54
$3.7M 0.41%
23,635
+2,511
55
$3.68M 0.41%
103,642
+8,808
56
$3.57M 0.4%
24,378
+826
57
$3.52M 0.39%
176,324
-1,531
58
$3.51M 0.39%
+35,066
59
$3.32M 0.37%
12,769
+821
60
$3.31M 0.37%
19,470
+4,177
61
$3.24M 0.36%
4,903
+1,333
62
$3.12M 0.35%
59,585
+75
63
$3.11M 0.35%
+54,950
64
$2.98M 0.33%
8,426
+2,662
65
$2.96M 0.33%
72,888
-72,412
66
$2.87M 0.32%
39,913
+4,116
67
$2.83M 0.31%
24,820
-29,386
68
$2.76M 0.31%
23,554
+15,705
69
$2.71M 0.3%
32,289
-12,506
70
$2.69M 0.3%
+49,978
71
$2.65M 0.29%
52,809
+25,388
72
$2.61M 0.29%
10,515
+370
73
$2.53M 0.28%
42,977
+877
74
$2.53M 0.28%
25,323
+2,392
75
$2.53M 0.28%
7,305
+1,367
1 2
3
4 5