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
$1.06B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.13M
3
+$2.97M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.93M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.64M

Top Sells

1
+$6.22M
2
+$3.46M
3
+$2.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.32M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.53M

Sector Composition

1 Technology 8.27%
2 Financials 3.39%
3 Healthcare 2.58%
4 Consumer Staples 2.18%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.66M 0.44%
30,985
+928
52
$4.62M 0.44%
50,678
+7,930
53
$4.38M 0.41%
24,013
+1,054
54
$4.28M 0.4%
169,596
+38,056
55
$4.22M 0.4%
39,486
-2,247
56
$4.2M 0.4%
8,332
+977
57
$4.12M 0.39%
20,389
+4,456
58
$4.08M 0.39%
25,400
+340
59
$4.04M 0.38%
35,758
+898
60
$3.99M 0.38%
20,460
-10
61
$3.94M 0.37%
39,004
-1,593
62
$3.86M 0.36%
35,999
+417
63
$3.73M 0.35%
105,290
+355
64
$3.72M 0.35%
14,188
+911
65
$3.72M 0.35%
7,308
+387
66
$3.65M 0.35%
185,240
+8,967
67
$3.6M 0.34%
52,796
+1,107
68
$3.54M 0.33%
29,012
+471
69
$3.46M 0.33%
105,180
+25,752
70
$3.25M 0.31%
98,498
+19,847
71
$3.25M 0.31%
100,677
+19,321
72
$3.24M 0.31%
129,026
+25,070
73
$3.18M 0.3%
55,514
-70
74
$3.12M 0.3%
40,804
+2,822
75
$3.06M 0.29%
18,854
+15,849
1 2
3
4 5