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
$497M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.26M
3
+$2.61M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.52M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M

Top Sells

1
+$8.55M
2
+$4.39M
3
+$4.12M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.05M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$1.67M

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 3.79%
3 Financials 3.12%
4 Healthcare 2.99%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$740K 0.15%
3,777
+100
127
$739K 0.15%
8,616
+616
128
$738K 0.15%
3,841
+117
129
$734K 0.15%
2,530
+1,276
130
$713K 0.14%
12,255
+555
131
$712K 0.14%
13,104
+1,000
132
$702K 0.14%
6,362
-38
133
$701K 0.14%
11,673
-5,847
134
$686K 0.14%
5,275
-1,411
135
$684K 0.14%
17,062
-409
136
$682K 0.14%
4,564
+170
137
$678K 0.14%
10,619
+6,998
138
$666K 0.13%
16,723
+1,579
139
$653K 0.13%
+6,378
140
$647K 0.13%
2,440
+1
141
$635K 0.13%
6,167
-2,707
142
$623K 0.13%
6,190
-2,959
143
$623K 0.13%
4,604
+2,475
144
$621K 0.13%
+4,983
145
$615K 0.12%
4,100
-100
146
$614K 0.12%
2,484
+1,584
147
$594K 0.12%
1,518
+60
148
$593K 0.12%
1,707
+71
149
$587K 0.12%
2,489
+1,177
150
$582K 0.12%
16,345
+555
4 5
6
7 8