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
$693M
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.03M
3
+$8.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.76M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.98M

Top Sells

1
+$37.7M
2
+$7.7M
3
+$3.23M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.21M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.91M

Sector Composition

1 Technology 5.78%
2 Financials 3.38%
3 Healthcare 2.89%
4 Consumer Discretionary 2.59%
5 Consumer Staples 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.37M 0.2%
20,243
+8,091
102
$1.37M 0.2%
7,040
+52
103
$1.36M 0.2%
45,694
+4,531
104
$1.36M 0.2%
17,958
+6,284
105
$1.35M 0.2%
38,096
+24,070
106
$1.35M 0.19%
6,438
+259
107
$1.34M 0.19%
16,597
+814
108
$1.32M 0.19%
20,955
+1,724
109
$1.29M 0.19%
23,811
-1,116
110
$1.25M 0.18%
5,909
+1,069
111
$1.25M 0.18%
8,120
-42
112
$1.24M 0.18%
5,141
+335
113
$1.23M 0.18%
30,059
+905
114
$1.22M 0.18%
17,182
+73
115
$1.21M 0.17%
15,475
+412
116
$1.2M 0.17%
12,953
+618
117
$1.19M 0.17%
2,905
-23
118
$1.18M 0.17%
4,776
+356
119
$1.18M 0.17%
16,886
+1,052
120
$1.17M 0.17%
31,331
+317
121
$1.17M 0.17%
11,056
+151
122
$1.15M 0.17%
3,164
+698
123
$1.13M 0.16%
29,181
+3,480
124
$1.13M 0.16%
22,985
+1,164
125
$1.12M 0.16%
11,205
-1,459
3 4
5
6 7