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

Top Buys

1
+$11.6M
2
+$5.95M
3
+$4.42M
4
VT icon
Vanguard Total World Stock ETF
VT
+$4.41M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$4.41M

Top Sells

1
+$13.9M
2
+$5.33M
3
+$4.01M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.59M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$2.86M

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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-42,096
77
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78
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-6,090
79
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-35,285
80
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-19,379
81
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-24,132
82
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-145,127
83
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-21,125
84
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-10,873
85
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-7,359
86
– –
-9,440
1 2 3
4