FFS
Founders Financial Securities Portfolio holdings
AUM
$1.32B
1-Year Return
14.8%
This Quarter Return
+3.41%
1 Year Return
+14.8%
3 Year Return
+52.37%
5 Year Return
+90.78%
10 Year Return
+192.43%
AUM
$167M
AUM Growth
+$12M
(+7.8%)
Cap. Flow
+$8.11M
Cap. Flow
% of AUM
4.85%
Top 10 Holdings %
Top 10 Hldgs %
61.63%
Holding
93
New
23
Increased
25
Reduced
25
Closed
19
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$23.3M |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$5.04M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$3.53M |
| 4 |
Cummins
CMI
|
$2.25M |
| 5 |
United Parcel Service
UPS
|
$2.23M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$15.9M |
| 2 |
Invesco QQQ Trust
QQQ
|
$8.01M |
| 3 |
iShares MSCI Spain ETF
EWP
|
$2.83M |
| 4 |
Microsoft
MSFT
|
$2.68M |
| 5 |
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% |
