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

Top Buys

1
+$11.2M
2
+$6.51M
3
+$4.73M
4
GSK icon
GSK
GSK
+$3.42M
5
ABT icon
Abbott
ABT
+$3.4M

Top Sells

1
+$6.67M
2
+$4.16M
3
+$3.76M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.73M
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
– –
-14,376
77
– –
-3,814
78
– –
-6,702
79
– –
-37,208
80
– –
-4,736
81
– –
-162,149
1 2 3
4