FFS

Founders Financial Securities Portfolio holdings

AUM $1.77B
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Sells

1 +$18.2M
2 +$15.8M
3 +$10.1M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.82M
5
IAK icon
iShares US Insurance ETF
IAK
+$4.9M

Sector Composition

1 Technology 7.89%
2 Financials 2.95%
3 Healthcare 2.08%
4 Industrials 1.96%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$4.04M 0.28%
116,677
+7,603
77
$3.91M 0.27%
43,967
+1,021
78
$3.76M 0.26%
74,481
+3,940
79
$3.69M 0.25%
13,122
+1,953
80
$3.67M 0.25%
57,421
+999
81
$3.6M 0.24%
62,644
-23,119
82
$3.57M 0.24%
45,553
-2,089
83
$3.55M 0.24%
53,190
+5,846
84
$3.49M 0.24%
3,771
+230
85
$3.44M 0.23%
121,478
-1,696
86
$3.41M 0.23%
99,880
+10,365
87
$3.39M 0.23%
37,655
-1,701
88
$3.28M 0.22%
13,701
+583
89
$3.28M 0.22%
16,848
-23,830
90
$3.18M 0.22%
27,778
-2,230
91
$3.11M 0.21%
62,919
+71
92
$3.08M 0.21%
48,669
+5,028
93
$3.07M 0.21%
36,583
+351
94
$3.06M 0.21%
97,495
+2,320
95
$3.06M 0.21%
6,079
-409
96
$3.02M 0.21%
47,984
+1,993
97
$3.01M 0.21%
16,523
+647
98
$2.92M 0.2%
15,617
-192
99
$2.91M 0.2%
65,176
+20,650
100
$2.89M 0.2%
28,051
+309