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
$772M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$5.91M
3
+$3.87M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.77M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.71M

Top Sells

1
+$8.76M
2
+$8.1M
3
+$7.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.73M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.63M

Sector Composition

1 Technology 6.01%
2 Financials 3.29%
3 Healthcare 2.75%
4 Consumer Staples 2.32%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.45M 0.19%
11,777
+328
102
$1.42M 0.18%
5,298
-63
103
$1.41M 0.18%
3,086
-63
104
$1.41M 0.18%
145,075
-1,915
105
$1.38M 0.18%
30,137
+7,263
106
$1.38M 0.18%
27,421
+15,855
107
$1.35M 0.18%
8,015
+2,282
108
$1.35M 0.17%
18,057
-377
109
$1.34M 0.17%
8,235
+1,384
110
$1.32M 0.17%
26,633
-343
111
$1.3M 0.17%
16,546
-195
112
$1.28M 0.17%
6,344
+293
113
$1.28M 0.17%
13,605
+3,203
114
$1.26M 0.16%
30,938
-633
115
$1.22M 0.16%
67,188
+35,016
116
$1.22M 0.16%
25,173
+1,425
117
$1.22M 0.16%
17,565
+746
118
$1.21M 0.16%
6,191
-133
119
$1.18M 0.15%
2,750
-93
120
$1.17M 0.15%
11,338
+639
121
$1.16M 0.15%
43,702
+8,887
122
$1.16M 0.15%
2,919
+82
123
$1.15M 0.15%
20,202
-442
124
$1.12M 0.15%
7,180
+491
125
$1.12M 0.14%
31,444
+4,062
3 4
5
6 7