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
$201M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.4M
3
+$12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.9M
5
VT icon
Vanguard Total World Stock ETF
VT
+$7.39M

Top Sells

1
+$9.25M
2
+$8.78M
3
+$7.76M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$5.99M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$3.98M

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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86
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