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
$901M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.8M
3
+$4.34M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.02M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$3.86M

Top Sells

1
+$4.6M
2
+$4.17M
3
+$4.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.86M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.35M

Sector Composition

1 Technology 6.84%
2 Financials 3.55%
3 Healthcare 2.85%
4 Consumer Staples 2.3%
5 Consumer Discretionary 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.48M 0.27%
49,038
-108
77
$2.4M 0.27%
+49,211
78
$2.36M 0.26%
113,756
+46,568
79
$2.3M 0.26%
35,852
-36,579
80
$2.29M 0.25%
24,554
+612
81
$2.17M 0.24%
49,504
+2,145
82
$2.15M 0.24%
25,532
+151
83
$2.13M 0.24%
5,977
84
$2.06M 0.23%
26,410
-58,998
85
$2.01M 0.22%
+68,924
86
$1.96M 0.22%
26,642
-528
87
$1.91M 0.21%
7,786
+270
88
$1.9M 0.21%
17,050
-550
89
$1.9M 0.21%
8,455
+63
90
$1.89M 0.21%
4,605
-161
91
$1.88M 0.21%
12,167
+390
92
$1.88M 0.21%
11,501
+189
93
$1.88M 0.21%
63,014
+19,312
94
$1.87M 0.21%
64,927
-760
95
$1.86M 0.21%
24,864
+740
96
$1.83M 0.2%
8,708
+2,947
97
$1.8M 0.2%
95,070
-300
98
$1.79M 0.2%
51,303
-4,719
99
$1.78M 0.2%
33,873
-819
100
$1.76M 0.2%
34,157
+4,020
2 3
4
5 6