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
$497M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.26M
3
+$2.61M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.52M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M

Top Sells

1
+$8.55M
2
+$4.39M
3
+$4.12M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.05M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$1.67M

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 3.79%
3 Financials 3.12%
4 Healthcare 2.99%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.04M 0.21%
13,046
+5,806
102
$998K 0.2%
22,461
+1,529
103
$988K 0.2%
4,940
+217
104
$980K 0.2%
1,715
+79
105
$978K 0.2%
3,605
-1,098
106
$971K 0.2%
3,309
+114
107
$969K 0.2%
12,865
-9,068
108
$949K 0.19%
17,510
+1,138
109
$937K 0.19%
4,407
-1,538
110
$932K 0.19%
35,073
+296
111
$892K 0.18%
18,936
+168
112
$889K 0.18%
17,525
-1,439
113
$881K 0.18%
7,571
-356
114
$881K 0.18%
92,205
-9,570
115
$879K 0.18%
16,267
-93
116
$866K 0.17%
4,150
+233
117
$822K 0.17%
6,371
+283
118
$818K 0.16%
10,890
+360
119
$818K 0.16%
15,151
+504
120
$798K 0.16%
3,310
+9
121
$781K 0.16%
30,121
+5,272
122
$777K 0.16%
5,435
+283
123
$773K 0.16%
1,342
+84
124
$743K 0.15%
4,889
+181
125
$740K 0.15%
8,426
+1,123
3 4
5
6 7