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
$215M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.4M
3
+$13.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.16M
5
DE icon
Deere & Co
DE
+$3.25M

Top Sells

1
+$13.6M
2
+$7.89M
3
+$7.6M
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

Sector Composition

1 Industrials 6.03%
2 Financials 3.87%
3 Consumer Discretionary 3.01%
4 Communication Services 2.94%
5 Technology 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-138,048
1 2 3
4