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

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
+$3.02M

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
-23,285
102
-21,897
103
-14,435
104
-18,751
105
-20,523
106
-14,202