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
$901M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.8M
3
+$4.34M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.02M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$3.86M

Top Sells

1
+$4.6M
2
+$4.17M
3
+$4.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.86M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.35M

Sector Composition

1 Technology 6.84%
2 Financials 3.55%
3 Healthcare 2.85%
4 Consumer Staples 2.3%
5 Consumer Discretionary 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.71M 0.19%
47,497
+1,671
102
$1.71M 0.19%
60,300
+24,125
103
$1.7M 0.19%
60,278
+20,905
104
$1.68M 0.19%
9,873
-750
105
$1.67M 0.19%
15,352
+140
106
$1.66M 0.18%
11,101
+3,086
107
$1.62M 0.18%
32,302
+858
108
$1.6M 0.18%
3,158
+72
109
$1.6M 0.18%
8,400
+165
110
$1.57M 0.17%
18,354
+297
111
$1.56M 0.17%
+6,985
112
$1.55M 0.17%
36,509
+75
113
$1.55M 0.17%
6,364
+656
114
$1.52M 0.17%
5,261
-37
115
$1.51M 0.17%
30,723
-215
116
$1.5M 0.17%
13,455
+2,117
117
$1.5M 0.17%
6,589
+245
118
$1.48M 0.16%
146,332
+1,257
119
$1.48M 0.16%
6,765
+574
120
$1.47M 0.16%
3,444
+525
121
$1.41M 0.16%
2,966
+216
122
$1.36M 0.15%
16,534
-12
123
$1.32M 0.15%
18,228
+663
124
$1.32M 0.15%
30,419
+2,141
125
$1.3M 0.14%
7,640
+4,157
3 4
5
6 7