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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

Top Sells

1
+$7.1M
2
+$7.09M
3
+$6.69M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$4.69M

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
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-9,082
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