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
$434M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$4.19M
3
+$3.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3M

Top Sells

1
+$10.4M
2
+$7.07M
3
+$6.57M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$5.8M
5
BND icon
Vanguard Total Bond Market
BND
+$4.4M

Sector Composition

1 Technology 6.65%
2 Healthcare 3.13%
3 Financials 3.13%
4 Consumer Discretionary 3.03%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.26%
+26,105
77
$1.13M 0.26%
10,758
+1,029
78
$1.12M 0.26%
24,735
+1,392
79
$1.12M 0.26%
9,455
+245
80
$1.11M 0.26%
2,802
-1,512
81
$1.1M 0.25%
17,814
+10,693
82
$1.09M 0.25%
7,434
-70,623
83
$1.07M 0.25%
9,324
+104
84
$1.06M 0.25%
11,982
+221
85
$1.06M 0.24%
+23,384
86
$1.05M 0.24%
6,203
+963
87
$1.04M 0.24%
+22,808
88
$1.04M 0.24%
17,552
+2,719
89
$1.03M 0.24%
4,736
+8
90
$997K 0.23%
7,828
-183
91
$989K 0.23%
18,095
-532
92
$987K 0.23%
15,639
+741
93
$985K 0.23%
14,414
+455
94
$985K 0.23%
26,995
-892
95
$971K 0.22%
3,572
+47
96
$958K 0.22%
6,291
+3,089
97
$958K 0.22%
4,653
+160
98
$934K 0.22%
24,144
+4,297
99
$922K 0.21%
101,775
100
$917K 0.21%
5,691
+3,042
2 3
4
5 6