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
$241M
AUM Growth
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$32.1M
2 +$17.8M
3 +$12.1M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.57M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5M

Top Sells

1 +$9.18M
2 +$9.14M
3 +$8.96M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$8.93M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$8.68M

Sector Composition

1 Consumer Staples 1.58%
2 Healthcare 1.19%
3 Financials 1.03%
4 Technology 1.02%
5 Materials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,278
102
-8,596
103
-17,298