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
$1.06B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.13M
3
+$2.97M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.93M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.64M

Top Sells

1
+$6.22M
2
+$3.46M
3
+$2.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.32M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.53M

Sector Composition

1 Technology 8.27%
2 Financials 3.39%
3 Healthcare 2.58%
4 Consumer Staples 2.18%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.63M 0.15%
13,466
+5,722
127
$1.61M 0.15%
54,250
+32,255
128
$1.6M 0.15%
5,128
+8
129
$1.59M 0.15%
4,778
+1,109
130
$1.58M 0.15%
53,623
+10,992
131
$1.53M 0.14%
6,104
-464
132
$1.49M 0.14%
+25,076
133
$1.47M 0.14%
33,676
+16,303
134
$1.47M 0.14%
9,903
+434
135
$1.46M 0.14%
139,521
-13,602
136
$1.45M 0.14%
14,603
+1,133
137
$1.44M 0.14%
38,709
+10,966
138
$1.42M 0.13%
7,064
+304
139
$1.41M 0.13%
2,583
+179
140
$1.4M 0.13%
4,465
+7
141
$1.38M 0.13%
2,573
-17
142
$1.36M 0.13%
83,821
+4,755
143
$1.36M 0.13%
32,865
+24,228
144
$1.36M 0.13%
6,559
+332
145
$1.35M 0.13%
26,924
-6,648
146
$1.35M 0.13%
57,962
+15,330
147
$1.34M 0.13%
6,276
+250
148
$1.33M 0.13%
4,395
+1,934
149
$1.33M 0.13%
19,535
+5,938
150
$1.32M 0.12%
6,787
+345
4 5
6
7 8