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
$316M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$12M
3 +$9.37M
4
VTV icon
Vanguard Value ETF
VTV
+$5.92M
5
BND icon
Vanguard Total Bond Market
BND
+$5.34M

Sector Composition

1 Energy 2.15%
2 Technology 1.71%
3 Consumer Staples 1.41%
4 Healthcare 1.06%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,817