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
$360M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10.8M
3
+$10.7M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.22M
5
HTD
John Hancock Tax-Advantaged Dividend Income Fund
HTD
+$3.81M

Top Sells

1
+$14.4M
2
+$9.93M
3
+$8.63M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$6.07M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$4.99M

Sector Composition

1 Consumer Staples 1.51%
2 Healthcare 1.3%
3 Technology 0.82%
4 Industrials 0.58%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-168,329
102
– –
-376,293
103
– –
-13,896
104
– –
-24,784
105
– –
-86,750
106
– –
-50,901
107
– –
-10,510
108
– –
-22,217
1 2 3 4
5