FFS

Founders Financial Securities Portfolio holdings

AUM $1.7B
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.44M
3
+$5.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.8M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$5.69M

Top Sells

1
+$22.7M
2
+$8.71M
3
+$5.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.29M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.88M

Sector Composition

1 Technology 7.77%
2 Financials 3.25%
3 Healthcare 2.33%
4 Consumer Staples 2.02%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.09M 0.46%
182,165
+19,492
52
$5.95M 0.45%
21,570
-3,744
53
$5.92M 0.45%
54,954
+5,205
54
$5.89M 0.45%
201,724
-2,142
55
$5.71M 0.43%
133,521
+2,514
56
$5.62M 0.43%
15,841
-116
57
$5.42M 0.41%
40,208
-35,231
58
$5.39M 0.41%
145,839
+13,078
59
$5.31M 0.4%
30,660
+496
60
$5.27M 0.4%
17,354
-806
61
$5.19M 0.39%
51,532
+11,702
62
$4.98M 0.38%
77,878
-11,621
63
$4.9M 0.37%
36,444
+116
64
$4.73M 0.36%
76,295
-90,054
65
$4.73M 0.36%
85,763
-7,833
66
$4.66M 0.35%
+27,562
67
$4.57M 0.35%
41,714
+3,992
68
$4.56M 0.35%
14,349
-333
69
$4.44M 0.34%
15,309
-86
70
$4.17M 0.32%
+81,291
71
$4.15M 0.32%
49,099
-1,891
72
$4.02M 0.31%
27,241
-15,113
73
$4.01M 0.3%
63,896
+6,576
74
$3.96M 0.3%
27,146
-2,059
75
$3.86M 0.29%
47,642
-3,093
1 2
3
4 5