We are live on ! Find out more
FFS

Founders Financial Securities Portfolio holdings

AUM $1.77B
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$17.8M
3
+$12M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.12M

Top Sells

1
+$9.14M
2
+$8.96M
3
+$8.8M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$8.77M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$8.68M

Sector Composition

1 Consumer Staples 1.58%
2 Healthcare 1.19%
3 Financials 1.03%
4 Technology 1.02%
5 Materials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$196K 0.08%
11,916
+113
77
$192K 0.08%
11,535
+150
78
$147K 0.06%
22,217
79
$129K 0.05%
11,234
+127
80
$106K 0.04%
+10,055
81
– –
-24,846
82
– –
-29,490
83
– –
-122,040
84
– –
-15,519
85
– –
-87,272
86
– –
-154,835
87
– –
-14,421
88
– –
-51,186
89
– –
-19,720
90
– –
-595,648
91
– –
-9,095
92
– –
-363,386
93
– –
-28,679
94
– –
-19,060
95
– –
-17,481
96
– –
-106,257
97
– –
-19,745
98
– –
-145,065
99
– –
-17,298
100
– –
-8,596
1 2 3
4
5