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
$167M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$5.04M
3
+$3.53M
4
CMI icon
Cummins
CMI
+$2.25M
5
UPS icon
United Parcel Service
UPS
+$2.23M

Top Sells

1
+$15.9M
2
+$8.01M
3
+$2.83M
4
MSFT icon
Microsoft
MSFT
+$2.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.43M

Sector Composition

1 Industrials 5.76%
2 Healthcare 3.46%
3 Consumer Discretionary 3.31%
4 Technology 2.48%
5 Consumer Staples 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-13,544
77
– –
-4,190
78
– –
-43,471
79
– –
-3,235
80
– –
-81,103
81
– –
-12,067
82
– –
-57,759
83
– –
-5,556
84
– –
-7,693
85
– –
-18,720
86
– –
-72,613
87
– –
-7,608
88
– –
-15,856
89
– –
-8,497
90
– –
-11,905
91
– –
-11,537
92
– –
-3,617
93
– –
-69,785
1 2 3
4