FFS

Founders Financial Securities Portfolio holdings

AUM $1.7B
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.44M
3
+$5.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.8M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$5.69M

Top Sells

1
+$22.7M
2
+$8.71M
3
+$5.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.29M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.88M

Sector Composition

1 Technology 7.77%
2 Financials 3.25%
3 Healthcare 2.33%
4 Consumer Staples 2.02%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.82M 0.29%
143,895
+39,043
77
$3.74M 0.28%
24,464
+4,492
78
$3.72M 0.28%
21,093
+75
79
$3.67M 0.28%
109,074
+22,753
80
$3.6M 0.27%
42,946
-12,209
81
$3.54M 0.27%
56,422
+18
82
$3.5M 0.27%
3,541
-66
83
$3.4M 0.26%
95,175
+14,044
84
$3.33M 0.25%
74,424
+39,569
85
$3.27M 0.25%
+30,008
86
$3.26M 0.25%
47,344
+2,707
87
$3.2M 0.24%
123,174
-6,097
88
$3.2M 0.24%
70,541
+3,707
89
$3.18M 0.24%
23,760
-1,040
90
$3.16M 0.24%
82,703
+56,602
91
$3.15M 0.24%
6,488
+4
92
$3.15M 0.24%
11,035
+521
93
$3.13M 0.24%
13,118
+3,240
94
$2.98M 0.23%
39,356
+1,204
95
$2.87M 0.22%
36,232
+13,232
96
$2.86M 0.22%
89,515
+8,890
97
$2.82M 0.21%
34,039
-7,374
98
$2.77M 0.21%
+62,848
99
$2.76M 0.21%
45,991
+1,694
100
$2.74M 0.21%
43,641
+1,561
2 3
4
5 6