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
$202M
AUM Growth
+$957K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.6M
3
+$7.07M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$6.89M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.78M

Top Sells

1
+$15.4M
2
+$13.3M
3
+$12M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$8.58M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.17M

Sector Composition

1 Industrials 5.62%
2 Financials 3.93%
3 Consumer Discretionary 3.08%
4 Technology 2.7%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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82
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84
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85
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86
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87
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