FFS

Founders Financial Securities Portfolio holdings

AUM $1.77B
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
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 +$6.48M
2 +$4.63M
3 +$4.3M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.03M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.65M

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
in Stake
Capital Flow
126
-6,646
127
-113,709
128
-11,287
129
-2,199
130
-4,550
131
-159,341
132
-91,493
133
-4,708
134
-8,832
135
-46,357
136
-37,601
137
-134,694
138
-17,151
139
-7,150
140
-14,881
141
-10,004
142
-6,604
143
-118,275
144
-4,088
145
-400
146
-9,082
147
-222,626
148
-31,275
149
-8,183
150
-77,435