FFS

Founders Financial Securities Portfolio holdings

AUM $1.7B
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.44M
3
+$5.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.8M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$5.69M

Top Sells

1
+$22.7M
2
+$8.71M
3
+$5.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.29M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.88M

Sector Composition

1 Technology 7.77%
2 Financials 3.25%
3 Healthcare 2.33%
4 Consumer Staples 2.02%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.72M 0.21%
15,809
+2,654
102
$2.72M 0.21%
10,177
-69
103
$2.71M 0.21%
27,742
-5,176
104
$2.59M 0.2%
18,947
+16,044
105
$2.58M 0.2%
13,816
+828
106
$2.53M 0.19%
8,119
+738
107
$2.49M 0.19%
99,385
-26,832
108
$2.44M 0.19%
10,620
+140
109
$2.44M 0.19%
11,169
+170
110
$2.43M 0.18%
48,711
+1,232
111
$2.41M 0.18%
16,804
+1,297
112
$2.39M 0.18%
33,827
+645
113
$2.38M 0.18%
52,748
+280
114
$2.37M 0.18%
6,473
+254
115
$2.37M 0.18%
8,042
-3,422
116
$2.22M 0.17%
16,726
+37
117
$2.2M 0.17%
4,695
+290
118
$2.19M 0.17%
+19,925
119
$2.19M 0.17%
30,586
+7,902
120
$2.19M 0.17%
17,646
-1,008
121
$2.19M 0.17%
43,080
+2,870
122
$2.16M 0.16%
15,876
-1,000
123
$2.11M 0.16%
2,710
+13
124
$2.1M 0.16%
17,346
-726
125
$2.06M 0.16%
4,120
+116
3 4
5
6 7