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
$693M
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.03M
3
+$8.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.76M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.98M

Top Sells

1
+$37.7M
2
+$7.7M
3
+$3.23M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.21M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.91M

Sector Composition

1 Technology 5.78%
2 Financials 3.38%
3 Healthcare 2.89%
4 Consumer Discretionary 2.59%
5 Consumer Staples 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.09M 0.3%
60,120
+10,487
77
$2.05M 0.3%
96,103
+1,630
78
$2M 0.29%
4,029
+636
79
$1.82M 0.26%
+36,577
80
$1.79M 0.26%
36,474
+1,812
81
$1.76M 0.25%
73,611
+3,475
82
$1.68M 0.24%
5,680
+592
83
$1.66M 0.24%
28,708
+5,107
84
$1.61M 0.23%
6,457
+179
85
$1.6M 0.23%
15,818
+2,981
86
$1.6M 0.23%
12,204
+1,412
87
$1.57M 0.23%
25,781
+1,212
88
$1.55M 0.22%
40,824
+3,985
89
$1.54M 0.22%
3,370
-348
90
$1.54M 0.22%
4,319
-88
91
$1.49M 0.22%
14,015
-27
92
$1.47M 0.21%
11,562
+633
93
$1.46M 0.21%
4,729
-1,098
94
$1.46M 0.21%
37,656
-4,499
95
$1.45M 0.21%
7,593
+1,499
96
$1.43M 0.21%
146,611
+6,226
97
$1.42M 0.2%
37,153
+3,671
98
$1.4M 0.2%
26,940
+1,087
99
$1.4M 0.2%
76,714
+2,157
100
$1.37M 0.2%
19,792
+814
2 3
4
5 6