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

Top Buys

1
+$10.4M
2
+$7.76M
3
+$2.59M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.56M
5
COP icon
ConocoPhillips
COP
+$2.48M

Top Sells

1
+$1.39M
2
+$126K
3
+$81.2K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$47.1K
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
76
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77
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79
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-25,339
80
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-128,332
81
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-123,614
82
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-103,908
83
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-88,952
84
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-133,701
85
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-7,856
86
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-11,749
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