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
$953M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$9.51M
3
+$6.58M
4
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$6.48M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.4M

Top Sells

1
+$13.1M
2
+$9.78M
3
+$9.56M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.39M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$6.77M

Sector Composition

1 Technology 7%
2 Financials 3.4%
3 Healthcare 2.53%
4 Consumer Staples 2.18%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.41M 0.15%
28,761
+3,863
127
$1.41M 0.15%
8,643
+2,013
128
$1.4M 0.15%
20,051
+1,823
129
$1.39M 0.15%
4,458
-156
130
$1.34M 0.14%
3,669
+98
131
$1.32M 0.14%
6,760
-485
132
$1.32M 0.14%
24,876
+6,434
133
$1.28M 0.13%
6,026
+292
134
$1.28M 0.13%
4,555
+1,119
135
$1.27M 0.13%
6,442
+534
136
$1.27M 0.13%
5,366
+2,037
137
$1.26M 0.13%
2,404
-562
138
$1.24M 0.13%
79,066
+1,171
139
$1.23M 0.13%
42,631
+8,927
140
$1.19M 0.13%
2,273
+64
141
$1.19M 0.12%
1,170
+124
142
$1.19M 0.12%
2,039
+69
143
$1.18M 0.12%
+9,302
144
$1.18M 0.12%
3,307
+14
145
$1.17M 0.12%
27,965
-1,500
146
$1.16M 0.12%
4,411
-4,044
147
$1.16M 0.12%
6,227
+500
148
$1.15M 0.12%
1,484
-740
149
$1.14M 0.12%
21,029
+598
150
$1.12M 0.12%
7,527
+1,007
4 5
6
7 8