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
$953M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$9.51M
3
+$6.58M
4
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$6.48M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.4M

Top Sells

1
+$13.1M
2
+$9.78M
3
+$9.56M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.39M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$6.77M

Sector Composition

1 Technology 7%
2 Financials 3.4%
3 Healthcare 2.53%
4 Consumer Staples 2.18%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.61M 0.27%
+103,956
77
$2.6M 0.27%
26,650
+1,118
78
$2.58M 0.27%
59,442
+9,938
79
$2.56M 0.27%
78,651
+15,637
80
$2.54M 0.27%
79,428
+19,150
81
$2.54M 0.27%
81,356
+21,056
82
$2.52M 0.26%
5,990
+13
83
$2.46M 0.26%
21,860
-2,694
84
$2.46M 0.26%
33,844
+7,202
85
$2.44M 0.26%
47,238
-1,973
86
$2.35M 0.25%
14,929
+3,828
87
$2.3M 0.24%
69,069
+145
88
$2.2M 0.23%
5,734
-1,571
89
$2.19M 0.23%
27,211
+18,158
90
$2.18M 0.23%
4,696
+91
91
$2.11M 0.22%
54,072
+2,769
92
$2.1M 0.22%
13,278
-10,357
93
$2.09M 0.22%
15,802
+450
94
$2.07M 0.22%
36,891
+2,734
95
$2.04M 0.21%
8,306
+520
96
$2.04M 0.21%
10,660
-841
97
$2.03M 0.21%
28,277
+3,413
98
$2.03M 0.21%
8,817
+417
99
$1.99M 0.21%
12,299
+132
100
$1.95M 0.2%
7,863
+1,499
2 3
4
5 6