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
$556M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.61M
3
+$4.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.31M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$2.88M

Top Sells

1
+$3.37M
2
+$3.17M
3
+$2.95M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.6M

Sector Composition

1 Technology 7.6%
2 Consumer Discretionary 4.01%
3 Healthcare 3.15%
4 Financials 2.9%
5 Industrials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.09M 0.2%
6,565
+3,024
102
$1.09M 0.2%
1,636
-79
103
$1.05M 0.19%
5,651
+192
104
$1.04M 0.19%
4,604
+197
105
$1.03M 0.19%
13,484
+619
106
$1.03M 0.19%
13,302
+256
107
$1.02M 0.18%
19,666
+730
108
$1.02M 0.18%
35,319
+246
109
$1.01M 0.18%
19,549
-15,704
110
$983K 0.18%
5,698
+263
111
$976K 0.18%
3,872
+95
112
$968K 0.17%
17,987
+477
113
$968K 0.17%
3,811
+206
114
$967K 0.17%
6,571
+1,967
115
$940K 0.17%
+18,553
116
$935K 0.17%
17,994
+2,843
117
$921K 0.17%
8,906
+290
118
$864K 0.16%
+9,445
119
$856K 0.15%
11,172
+282
120
$851K 0.15%
21,786
+5,063
121
$849K 0.15%
12,810
+555
122
$847K 0.15%
13,652
+548
123
$840K 0.15%
7,491
-4,757
124
$817K 0.15%
+9,766
125
$812K 0.15%
31,166
+1,045
3 4
5
6 7