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
$155M
AUM Growth
+$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$8.01M
3
+$4.81M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.35M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$3.25M

Top Sells

1
+$8.87M
2
+$7.66M
3
+$3.93M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.56M
5
GLW icon
Corning
GLW
+$2.18M

Sector Composition

1 Industrials 5.08%
2 Technology 4.23%
3 Healthcare 3.29%
4 Consumer Discretionary 1.74%
5 Energy 1.69%
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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80
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81
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-11,685
82
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83
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-20,430
84
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-24,036
85
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-51,191
86
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-8,415
87
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-32,096
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4