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
$772M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$5.91M
3
+$3.87M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.77M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.71M

Top Sells

1
+$8.76M
2
+$8.1M
3
+$7.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.73M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.63M

Sector Composition

1 Technology 6.01%
2 Financials 3.29%
3 Healthcare 2.75%
4 Consumer Staples 2.32%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.02M 0.26%
29,143
+2,050
77
$2.02M 0.26%
3,570
-106
78
$2M 0.26%
+34,378
79
$1.93M 0.25%
8,392
+751
80
$1.9M 0.25%
27,170
-116,070
81
$1.89M 0.24%
56,022
+2,947
82
$1.85M 0.24%
34,692
-99
83
$1.83M 0.24%
66,624
+5,387
84
$1.83M 0.24%
25,381
-3,052
85
$1.79M 0.23%
5,938
+433
86
$1.77M 0.23%
4,766
+236
87
$1.73M 0.22%
5,764
+730
88
$1.69M 0.22%
95,370
-513
89
$1.65M 0.21%
10,623
+4,278
90
$1.64M 0.21%
24,124
+3,494
91
$1.59M 0.21%
+18,050
92
$1.59M 0.21%
11,312
-33
93
$1.57M 0.2%
15,212
+934
94
$1.54M 0.2%
36,434
-2,350
95
$1.53M 0.2%
7,516
+1,501
96
$1.52M 0.2%
45,826
+5,866
97
$1.49M 0.19%
22,844
+2,001
98
$1.48M 0.19%
5,708
+570
99
$1.46M 0.19%
17,600
-610
100
$1.45M 0.19%
39,765
+8,343
2 3
4
5 6