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
$281M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$13.5M
3
+$8.97M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.46M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$4.46M

Top Sells

1
+$17.6M
2
+$13M
3
+$11.4M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.33M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.91M

Sector Composition

1 Healthcare 1.47%
2 Financials 1.41%
3 Consumer Staples 1.21%
4 Technology 0.91%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-16,694
102
– –
-82,726
103
– –
-11,935
104
– –
-314,413
105
– –
-127,733
106
– –
-23,285
1 2 3 4
5