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
$901M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.8M
3
+$4.34M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.02M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$3.86M

Top Sells

1
+$4.6M
2
+$4.17M
3
+$4.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.86M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.35M

Sector Composition

1 Technology 6.84%
2 Financials 3.55%
3 Healthcare 2.85%
4 Consumer Staples 2.3%
5 Consumer Discretionary 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.3M 0.14%
9,211
+6,663
127
$1.3M 0.14%
2,224
+1,043
128
$1.29M 0.14%
26,676
+43
129
$1.28M 0.14%
5,908
+119
130
$1.25M 0.14%
64,259
-894
131
$1.24M 0.14%
2,731
+529
132
$1.23M 0.14%
22,332
-21,638
133
$1.23M 0.14%
24,898
-84,494
134
$1.2M 0.13%
3,427
+2,362
135
$1.2M 0.13%
15,287
-44
136
$1.19M 0.13%
12,090
+6,147
137
$1.18M 0.13%
29,465
-29,357
138
$1.17M 0.13%
20,431
+155
139
$1.17M 0.13%
21,691
-309
140
$1.17M 0.13%
2,393
+169
141
$1.12M 0.12%
7,514
+161
142
$1.12M 0.12%
7,245
-812
143
$1.11M 0.12%
10,267
+2,609
144
$1.11M 0.12%
10,558
+360
145
$1.11M 0.12%
4,614
+175
146
$1.11M 0.12%
1,858
+152
147
$1.11M 0.12%
17,118
-220
148
$1.1M 0.12%
12,235
-55
149
$1.1M 0.12%
7,026
-154
150
$1.1M 0.12%
19,759
-443
4 5
6
7 8