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

Top Buys

1
+$14.9M
2
+$6.57M
3
+$4.84M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.67M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.05M

Top Sells

1
+$9.2M
2
+$6.28M
3
+$4.59M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$4.52M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.07M

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
– –
-23,017
102
– –
-66,314
103
– –
-19,637
104
– –
-22,066
1 2 3 4
5