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
$1.06B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.13M
3
+$2.97M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.93M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.64M

Top Sells

1
+$6.22M
2
+$3.46M
3
+$2.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.32M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.53M

Sector Composition

1 Technology 8.27%
2 Financials 3.39%
3 Healthcare 2.58%
4 Consumer Staples 2.18%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.04M 0.29%
3,577
+4
77
$2.9M 0.27%
40,310
+6,466
78
$2.85M 0.27%
7,000
+1,010
79
$2.79M 0.26%
15,275
+5,829
80
$2.73M 0.26%
62,140
+2,442
81
$2.7M 0.26%
26,902
+252
82
$2.69M 0.25%
48,310
+1,072
83
$2.67M 0.25%
48,798
+11,907
84
$2.64M 0.25%
13,328
+2,526
85
$2.59M 0.25%
66,221
+6,779
86
$2.56M 0.24%
21,645
-215
87
$2.52M 0.24%
17,260
+3,982
88
$2.39M 0.23%
56,249
+2,177
89
$2.38M 0.23%
19,254
+3,452
90
$2.38M 0.23%
15,213
+284
91
$2.36M 0.22%
9,460
+1,461
92
$2.29M 0.22%
30,095
+1,818
93
$2.29M 0.22%
28,618
+1,407
94
$2.29M 0.22%
8,653
+1,462
95
$2.28M 0.22%
76,693
+10,731
96
$2.25M 0.21%
70,742
+1,673
97
$2.25M 0.21%
33,258
+1,123
98
$2.24M 0.21%
2,471
+987
99
$2.2M 0.21%
54,082
-8,060
100
$2.15M 0.2%
4,904
+208
2 3
4
5 6