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
$497M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.26M
3
+$2.61M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.52M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M

Top Sells

1
+$8.55M
2
+$4.39M
3
+$4.12M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.05M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$1.67M

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 3.79%
3 Financials 3.12%
4 Healthcare 2.99%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.26%
10,472
+637
77
$1.28M 0.26%
10,086
+557
78
$1.28M 0.26%
7,111
+4,139
79
$1.27M 0.26%
12,539
+703
80
$1.27M 0.26%
3,972
+232
81
$1.27M 0.25%
12,248
-2,248
82
$1.26M 0.25%
27,219
+1,113
83
$1.26M 0.25%
20,107
-447
84
$1.26M 0.25%
6,043
+294
85
$1.24M 0.25%
32,993
+10,291
86
$1.23M 0.25%
9,234
-435
87
$1.22M 0.25%
20,746
+133
88
$1.21M 0.24%
16,650
+23
89
$1.21M 0.24%
21,625
+871
90
$1.21M 0.24%
28,456
+988
91
$1.19M 0.24%
6,547
+418
92
$1.18M 0.24%
5,410
-918
93
$1.12M 0.23%
44,751
+2,107
94
$1.11M 0.22%
15,244
+9
95
$1.11M 0.22%
18,502
+50
96
$1.11M 0.22%
5,702
+48
97
$1.1M 0.22%
5,170
+237
98
$1.07M 0.22%
24,917
+550
99
$1.05M 0.21%
5,459
+373
100
$1.05M 0.21%
17,803
+877
2 3
4
5 6