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
$314M
AUM Growth
+$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$5M
3
+$4.53M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$4.43M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.75M

Top Sells

1
+$8.87M
2
+$6.49M
3
+$5.22M
4
VTV icon
Vanguard Value ETF
VTV
+$4.48M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$4.47M

Sector Composition

1 Technology 2.29%
2 Healthcare 2.1%
3 Energy 1.63%
4 Financials 1.22%
5 Consumer Staples 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$340K 0.11%
+6,463
102
$322K 0.1%
7,145
-170
103
$318K 0.1%
1,846
+480
104
$317K 0.1%
1,637
+416
105
$301K 0.1%
+11,287
106
$300K 0.1%
1,106
+291
107
$291K 0.09%
8,532
+1,414
108
$288K 0.09%
2,229
+422
109
$287K 0.09%
+8,832
110
$287K 0.09%
10,032
+150
111
$274K 0.09%
+3,504
112
$273K 0.09%
+4,520
113
$267K 0.09%
7,356
-3,417
114
$263K 0.08%
9,082
115
$259K 0.08%
+1,452
116
$252K 0.08%
+2,101
117
$250K 0.08%
+8,567
118
$248K 0.08%
+2,611
119
$242K 0.08%
8,183
-4,201
120
$242K 0.08%
+2,822
121
$228K 0.07%
+6,915
122
$227K 0.07%
2,228
-27
123
$217K 0.07%
+745
124
$214K 0.07%
+2,660
125
$214K 0.07%
3,302
-365
2 3 4
5
6