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
$772M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$5.91M
3
+$3.87M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.77M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.71M

Top Sells

1
+$8.76M
2
+$8.1M
3
+$7.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.73M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.63M

Sector Composition

1 Technology 6.01%
2 Financials 3.29%
3 Healthcare 2.75%
4 Consumer Staples 2.32%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.11M 0.14%
+22,000
127
$1.09M 0.14%
2,623
+1,563
128
$1.08M 0.14%
10,198
-978
129
$1.08M 0.14%
76,724
-2,995
130
$1.07M 0.14%
15,331
-224
131
$1.06M 0.14%
5,761
-609
132
$1.06M 0.14%
14,053
+6,299
133
$1.05M 0.14%
65,153
-565
134
$1.04M 0.14%
8,057
+512
135
$1.04M 0.13%
+21,809
136
$1.01M 0.13%
20,276
+3,254
137
$996K 0.13%
12,290
+595
138
$965K 0.13%
3,534
-300
139
$965K 0.13%
39,373
+5,740
140
$960K 0.12%
4,084
+1,559
141
$959K 0.12%
17,338
-137
142
$954K 0.12%
7,353
+415
143
$952K 0.12%
5,789
+1,525
144
$947K 0.12%
4,439
-2
145
$943K 0.12%
6,324
+1,586
146
$942K 0.12%
15,988
-77
147
$935K 0.12%
28,278
-174
148
$934K 0.12%
2,122
+173
149
$912K 0.12%
4,675
+3,011
150
$911K 0.12%
40,514
-1,094
4 5
6
7 8