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

Top Buys

1
+$5.15M
2
+$3.4M
3
+$3.05M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.62M

Top Sells

1
+$12.7M
2
+$5.57M
3
+$1.95M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.59M
5
XLF icon
State Street Financial Select Sector SPDR ETF
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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103
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-37,128
104
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-21,040
105
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-22,012
106
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-13,360
107
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-6,900
108
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-65,906
109
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-24,336
110
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-19,970
111
– –
-6,823
112
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-16,664
1 2 3 4
5