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
$194M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.3M
3
+$7.75M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$3.98M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.92M

Top Sells

1
+$12M
2
+$7.58M
3
+$6.46M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.44M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.51M

Sector Composition

1 Industrials 4.52%
2 Financials 3.51%
3 Consumer Discretionary 3.14%
4 Technology 3.05%
5 Materials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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