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
$149K
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$11.9K
2
+$6.09K
3
+$4.55K
4
VT icon
Vanguard Total World Stock ETF
VT
+$4.49K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.46K

Top Sells

1
+$13.9M
2
+$5.33M
3
+$3.59M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$2.86M
5
TGT icon
Target
TGT
+$1.22M

Sector Composition

1 Technology 4.82%
2 Industrials 4.17%
3 Healthcare 3.62%
4 Consumer Staples 1.11%
5 Energy 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-5,860
77
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-54,104
78
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-10,873
79
– –
-8,094
80
– –
-9,440
81
– –
-7,359
82
– –
-21,125
83
– –
-145,127
84
– –
-15,570
85
– –
-10,582
86
– –
-2,378
1 2 3
4