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
$300M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$6.75M
3 +$4.97M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.75M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.09M

Top Sells

1 +$9.2M
2 +$6.28M
3 +$4.68M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$4.52M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.05M

Sector Composition

1 Healthcare 1.66%
2 Consumer Staples 1.5%
3 Financials 1.02%
4 Technology 0.62%
5 Energy 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,476
102
-221,402
103
-10,249
104
-18,676