FFS

Founders Financial Securities Portfolio holdings

AUM $1.7B
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$16M
3
+$12.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$12.2M
5
VT icon
Vanguard Total World Stock ETF
VT
+$7.61M

Top Sells

1
+$9.4M
2
+$8.98M
3
+$7.76M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$5.99M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.92M

Sector Composition

1 Industrials 5.96%
2 Financials 3.83%
3 Consumer Discretionary 3.22%
4 Technology 2.7%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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87
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