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
$556M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.61M
3
+$4.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.31M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$2.88M

Top Sells

1
+$3.37M
2
+$3.17M
3
+$2.95M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.6M

Sector Composition

1 Technology 7.6%
2 Consumer Discretionary 4.01%
3 Healthcare 3.15%
4 Financials 2.9%
5 Industrials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.59M 0.29%
4,471
+109
77
$1.57M 0.28%
13,395
+856
78
$1.53M 0.28%
6,397
+354
79
$1.5M 0.27%
25,364
+447
80
$1.47M 0.26%
4,180
+208
81
$1.47M 0.26%
37,552
+4,559
82
$1.44M 0.26%
5,886
+184
83
$1.41M 0.25%
6,589
+42
84
$1.4M 0.25%
19,575
-532
85
$1.34M 0.24%
27,813
+594
86
$1.32M 0.24%
8,309
+184
87
$1.29M 0.23%
28,954
+498
88
$1.28M 0.23%
15,253
+9
89
$1.28M 0.23%
20,881
+135
90
$1.24M 0.22%
5,013
+73
91
$1.21M 0.22%
6,071
+4,808
92
$1.21M 0.22%
10,312
+226
93
$1.19M 0.21%
8,886
-348
94
$1.19M 0.21%
3,423
+114
95
$1.15M 0.21%
18,387
+584
96
$1.14M 0.21%
11,023
+551
97
$1.12M 0.2%
44,856
+105
98
$1.11M 0.2%
3,458
+928
99
$1.1M 0.2%
21,860
+235
100
$1.1M 0.2%
5,256
+86
2 3
4
5 6