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
$1.08B
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.4M
3
+$4.72M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$4.69M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$4.58M

Top Sells

1
+$13.6M
2
+$7.12M
3
+$6.23M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.11M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.99M

Sector Composition

1 Technology 7.44%
2 Financials 3.32%
3 Healthcare 2.49%
4 Consumer Staples 2.03%
5 Energy 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.62M 0.15%
5,043
-85
127
$1.58M 0.15%
139,131
-390
128
$1.57M 0.14%
12,251
-3,568
129
$1.57M 0.14%
10,053
+150
130
$1.56M 0.14%
6,724
-63
131
$1.56M 0.14%
6,366
-403
132
$1.54M 0.14%
6,735
-329
133
$1.54M 0.14%
2,628
-731
134
$1.54M 0.14%
30,181
+17,533
135
$1.52M 0.14%
47,942
-6,308
136
$1.52M 0.14%
4,301
-94
137
$1.52M 0.14%
18,784
-751
138
$1.5M 0.14%
6,663
+104
139
$1.42M 0.13%
4,294
-171
140
$1.41M 0.13%
4,630
-487
141
$1.41M 0.13%
3,596
-1,182
142
$1.39M 0.13%
1,564
-907
143
$1.38M 0.13%
8,246
+1,178
144
$1.38M 0.13%
9,187
+707
145
$1.37M 0.13%
2,385
-198
146
$1.35M 0.12%
26,786
-138
147
$1.34M 0.12%
21,083
-127
148
$1.33M 0.12%
2,684
-129
149
$1.32M 0.12%
6,354
+78
150
$1.31M 0.12%
2,125
+67
4 5
6
7 8