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
$263M
AUM Growth
+$121K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.42M
3
+$3.04M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.76M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.62M

Top Sells

1
+$12.8M
2
+$5.48M
3
+$1.97M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.59M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.56M

Sector Composition

1 Healthcare 2.37%
2 Financials 1.53%
3 Technology 1.1%
4 Consumer Staples 0.93%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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104
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105
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106
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-21,493
107
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-6,823
108
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-3,137
109
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-19,970
110
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-10,400
111
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-128,580
112
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-24,336
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5