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
$149M
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.54M
3
+$2.57M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.43M
5
COP icon
ConocoPhillips
COP
+$2.25M

Top Sells

1
+$1.39M
2
+$125K
3
+$81.1K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$46.7K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$43.8K

Sector Composition

1 Technology 5.66%
2 Industrials 4.76%
3 Healthcare 2.99%
4 Consumer Staples 2.81%
5 Energy 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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80
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82
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83
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-88,952
84
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85
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-7,856
86
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87
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-23,903
88
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-46,630
89
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-13,425
1 2 3
4