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
$953M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$9.51M
3
+$6.58M
4
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$6.48M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.4M

Top Sells

1
+$13.1M
2
+$9.78M
3
+$9.56M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.39M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$6.77M

Sector Composition

1 Technology 7%
2 Financials 3.4%
3 Healthcare 2.53%
4 Consumer Staples 2.18%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.22M 0.44%
22,959
-939
52
$4.09M 0.43%
34,860
-206
53
$4.06M 0.43%
30,057
-1,195
54
$4.04M 0.42%
42,748
+10,459
55
$3.89M 0.41%
23,963
-415
56
$3.88M 0.41%
35,582
+310
57
$3.84M 0.4%
+20,470
58
$3.75M 0.39%
104,935
+1,293
59
$3.71M 0.39%
13,277
+508
60
$3.69M 0.39%
51,689
+15,837
61
$3.6M 0.38%
28,541
+3,721
62
$3.57M 0.37%
7,355
-1,071
63
$3.42M 0.36%
6,921
-1,018
64
$3.42M 0.36%
67,024
+14,215
65
$3.36M 0.35%
176,273
-51
66
$3.32M 0.35%
25,060
+8,010
67
$3.19M 0.33%
15,933
-3,537
68
$3.15M 0.33%
+55,584
69
$3.05M 0.32%
131,540
+17,784
70
$2.99M 0.31%
59,698
+113
71
$2.9M 0.3%
37,982
-1,931
72
$2.89M 0.3%
24,837
-486
73
$2.64M 0.28%
+15,585
74
$2.62M 0.28%
62,142
-10,746
75
$2.62M 0.27%
3,573
-1,330
1 2
3
4 5