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
$556M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.61M
3
+$4.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.31M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$2.88M

Top Sells

1
+$3.37M
2
+$3.17M
3
+$2.95M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.6M

Sector Composition

1 Technology 7.6%
2 Consumer Discretionary 4.01%
3 Healthcare 3.15%
4 Financials 2.9%
5 Industrials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$806K 0.14%
3,007
-303
127
$806K 0.14%
1,421
+79
128
$789K 0.14%
5,041
+152
129
$777K 0.14%
83,305
-8,900
130
$746K 0.13%
6,381
+19
131
$741K 0.13%
2,532
+92
132
$713K 0.13%
3,900
-200
133
$709K 0.13%
6,104
-274
134
$708K 0.13%
3,756
-85
135
$707K 0.13%
5,464
-2,107
136
$706K 0.13%
12,717
+1,835
137
$704K 0.13%
1,847
+329
138
$695K 0.13%
2,832
+934
139
$691K 0.12%
3,329
+83
140
$685K 0.12%
6,192
+25
141
$685K 0.12%
7,380
+294
142
$677K 0.12%
4,566
+2,151
143
$662K 0.12%
2,484
144
$660K 0.12%
2,814
-1,336
145
$655K 0.12%
9,896
+1,532
146
$653K 0.12%
3,160
+360
147
$642K 0.12%
807
+52
148
$640K 0.12%
1,654
+210
149
$636K 0.11%
3,813
-751
150
$616K 0.11%
2,769
-2,641
4 5
6
7 8