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
$504M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.54M
3
+$3.13M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.93M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.7M

Top Sells

1
+$5.98M
2
+$4.93M
3
+$3.67M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.42M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.4M

Sector Composition

1 Technology 7.68%
2 Consumer Discretionary 3.85%
3 Healthcare 3.19%
4 Financials 3.06%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.45M 0.29%
6,328
-10,463
77
$1.45M 0.29%
5,945
+568
78
$1.43M 0.28%
30,080
+18,420
79
$1.37M 0.27%
22,806
+336
80
$1.35M 0.27%
9,669
+1,841
81
$1.35M 0.27%
+16,420
82
$1.34M 0.27%
34,042
-2,370
83
$1.33M 0.26%
20,554
+2,740
84
$1.32M 0.26%
8,463
+2,172
85
$1.3M 0.26%
20,613
-1,131
86
$1.27M 0.25%
6,129
-74
87
$1.24M 0.25%
9,529
+205
88
$1.24M 0.25%
11,836
+1,078
89
$1.23M 0.24%
26,106
+1,371
90
$1.22M 0.24%
9,835
+380
91
$1.19M 0.24%
+16,627
92
$1.18M 0.23%
20,754
-5,013
93
$1.18M 0.23%
5,749
+4,143
94
$1.15M 0.23%
4,703
+1,591
95
$1.13M 0.22%
27,468
+3,324
96
$1.13M 0.22%
16,926
+1,287
97
$1.12M 0.22%
3,740
+168
98
$1.11M 0.22%
15,235
+11,264
99
$1.1M 0.22%
+18,452
100
$1.08M 0.21%
4,933
+197
2 3
4
5 6