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
$953M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$9.51M
3
+$6.58M
4
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$6.48M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.4M

Top Sells

1
+$13.1M
2
+$9.78M
3
+$9.56M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.39M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$6.77M

Sector Composition

1 Technology 7%
2 Financials 3.4%
3 Healthcare 2.53%
4 Consumer Staples 2.18%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.93M 0.2%
32,135
-1,738
102
$1.92M 0.2%
65,962
+30,252
103
$1.92M 0.2%
7,999
+1,234
104
$1.9M 0.2%
10,802
+287
105
$1.85M 0.19%
51,178
+3,681
106
$1.78M 0.19%
7,191
+206
107
$1.78M 0.19%
6,508
-81
108
$1.76M 0.18%
18,425
+71
109
$1.76M 0.18%
30,295
-428
110
$1.74M 0.18%
36,575
+66
111
$1.72M 0.18%
9,446
-427
112
$1.71M 0.18%
6,568
+3,587
113
$1.69M 0.18%
33,572
-89,131
114
$1.68M 0.18%
9,469
+5,127
115
$1.67M 0.18%
13,790
+335
116
$1.65M 0.17%
13,470
+1,235
117
$1.64M 0.17%
15,376
+3,286
118
$1.63M 0.17%
153,123
+6,791
119
$1.61M 0.17%
26,276
-16,701
120
$1.57M 0.17%
79,975
-15,095
121
$1.56M 0.16%
35,381
+3,079
122
$1.49M 0.16%
2,457
+64
123
$1.48M 0.16%
11,768
+1,210
124
$1.46M 0.15%
5,120
-141
125
$1.44M 0.15%
2,590
-568
3 4
5
6 7