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
$276M
AUM Growth
-$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$27.5M
3
+$11.9M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$7.02M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$2.35M

Top Sells

1
+$18M
2
+$17.8M
3
+$11.2M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$10.8M
5
VTV icon
Vanguard Value ETF
VTV
+$9.64M

Sector Composition

1 Energy 2.16%
2 Consumer Staples 1.41%
3 Technology 1.17%
4 Healthcare 1%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5K ﹤0.01%
+6
102
– –
-186,209
103
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-17,482
104
– –
-9,638
105
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-65,401
106
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-20,072
107
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-151,188
108
– –
-93,760
109
– –
-11,303
110
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-43,366
111
– –
-7,810
112
– –
-159,604
113
– –
-68,710
114
– –
-3,955
115
– –
-4,912
116
– –
-3,195
117
– –
-16,069
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5