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
$218M
AUM Growth
+$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$6.15M
3
+$4.05M
4
AAPL icon
Apple
AAPL
+$3.72M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$3.71M

Top Sells

1
+$13.4M
2
+$6.06M
3
+$5.53M
4
EMR icon
Emerson Electric
EMR
+$3.85M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.66M

Sector Composition

1 Technology 4.41%
2 Financials 3.38%
3 Healthcare 3.24%
4 Consumer Staples 2.5%
5 Industrials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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-69,740
79
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-39,760
80
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-5,301
81
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-4,169
82
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-11,106
83
– –
-77,442
84
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-2,385
1 2 3
4