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
$1.06B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.13M
3
+$2.97M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.93M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.64M

Top Sells

1
+$6.22M
2
+$3.46M
3
+$2.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.32M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.53M

Sector Composition

1 Technology 8.27%
2 Financials 3.39%
3 Healthcare 2.58%
4 Consumer Staples 2.18%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.11M 0.2%
9,012
+1,149
102
$2.08M 0.2%
6,053
+319
103
$2.03M 0.19%
11,751
+1,091
104
$2.02M 0.19%
19,618
+4,242
105
$2.01M 0.19%
+34,109
106
$1.99M 0.19%
+14,953
107
$1.99M 0.19%
31,281
+5,005
108
$1.99M 0.19%
10,910
+4,372
109
$1.97M 0.19%
8,700
+394
110
$1.96M 0.19%
12,626
+327
111
$1.95M 0.18%
54,864
+3,686
112
$1.94M 0.18%
3,359
+1,086
113
$1.9M 0.18%
9,339
+522
114
$1.88M 0.18%
15,819
+2,029
115
$1.81M 0.17%
19,180
+755
116
$1.81M 0.17%
37,790
+1,215
117
$1.78M 0.17%
29,986
-309
118
$1.76M 0.17%
+6,769
119
$1.76M 0.17%
10,132
+3,605
120
$1.73M 0.16%
12,260
+492
121
$1.7M 0.16%
6,854
+346
122
$1.7M 0.16%
34,847
+6,086
123
$1.69M 0.16%
2,499
+42
124
$1.67M 0.16%
31,527
+6,651
125
$1.63M 0.15%
9,263
+620
3 4
5
6 7