FFS

Founders Financial Securities Portfolio holdings

AUM $1.77B
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Sells

1 +$18.2M
2 +$15.8M
3 +$10.1M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.82M
5
IAK icon
iShares US Insurance ETF
IAK
+$4.9M

Sector Composition

1 Technology 7.89%
2 Financials 2.95%
3 Healthcare 2.08%
4 Industrials 1.96%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$6.26M 0.43%
33,582
-11,623
52
$6.04M 0.41%
56,721
-6,531
53
$6.02M 0.41%
53,401
-1,553
54
$6M 0.41%
118,273
-3,815
55
$5.92M 0.4%
149,822
+3,983
56
$5.87M 0.4%
29,950
-710
57
$5.73M 0.39%
23,553
+2,460
58
$5.67M 0.39%
36,877
-3,682
59
$5.6M 0.38%
16,397
+556
60
$5.07M 0.34%
15,436
-1,918
61
$4.9M 0.33%
105,227
+30,803
62
$4.77M 0.32%
26,949
-613
63
$4.74M 0.32%
15,022
-287
64
$4.6M 0.31%
121,713
-49,595
65
$4.45M 0.3%
82,433
+1,142
66
$4.44M 0.3%
48,253
-846
67
$4.42M 0.3%
65,701
+1,805
68
$4.41M 0.3%
26,375
-771
69
$4.39M 0.3%
39,403
-2,311
70
$4.39M 0.3%
64,429
-13,449
71
$4.35M 0.3%
23,459
-1,005
72
$4.32M 0.29%
22,788
-16,229
73
$4.12M 0.28%
63,097
-13,198
74
$4.09M 0.28%
43,017
-23,573
75
$4.06M 0.28%
101,989
+19,286