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
$213M
AUM Growth
-$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$6.86M
3 +$4.74M
4
IBM icon
IBM
IBM
+$3.85M
5
ABT icon
Abbott
ABT
+$3.59M

Top Sells

1 +$7.04M
2 +$4.16M
3 +$3.93M
4
PNC icon
PNC Financial Services
PNC
+$3.76M
5
UL icon
Unilever
UL
+$3.72M

Sector Composition

1 Industrials 4.75%
2 Healthcare 3.32%
3 Communication Services 3%
4 Consumer Staples 2.43%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-56,409
77
-10,158
78
-6,702
79
-3,814
80
-14,376
81
-20,107