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
$296M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$4.76M
3
+$4.39M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.17M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.68M

Top Sells

1
+$7.1M
2
+$7.09M
3
+$6.99M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$4.88M

Sector Composition

1 Healthcare 2.82%
2 Technology 2.46%
3 Financials 1.58%
4 Energy 1.53%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
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