FFS

Founders Financial Securities Portfolio holdings

AUM $1.7B
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.44M
3
+$5.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.8M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$5.69M

Top Sells

1
+$22.7M
2
+$8.71M
3
+$5.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.29M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.88M

Sector Composition

1 Technology 7.77%
2 Financials 3.25%
3 Healthcare 2.33%
4 Consumer Staples 2.02%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.03M 0.15%
29,118
+10,986
127
$2.03M 0.15%
111,305
+14,575
128
$2.01M 0.15%
34,186
-32,180
129
$1.96M 0.15%
17,886
+15,091
130
$1.94M 0.15%
7,016
+225
131
$1.94M 0.15%
28,082
-4,163
132
$1.93M 0.15%
43,967
+7,867
133
$1.92M 0.15%
83,360
+4,797
134
$1.92M 0.15%
6,283
-8
135
$1.91M 0.15%
3,090
+21
136
$1.89M 0.14%
44,526
-20,832
137
$1.89M 0.14%
13,303
+230
138
$1.88M 0.14%
+36,884
139
$1.87M 0.14%
+21,637
140
$1.86M 0.14%
7,408
+1,970
141
$1.86M 0.14%
9,119
+889
142
$1.85M 0.14%
22,997
+1,261
143
$1.84M 0.14%
4,736
+24
144
$1.81M 0.14%
8,172
+297
145
$1.79M 0.14%
39,458
-6,441
146
$1.79M 0.14%
24,348
+3,466
147
$1.78M 0.14%
40,479
+8,308
148
$1.78M 0.14%
6,385
+1,314
149
$1.78M 0.14%
6,826
+174
150
$1.78M 0.14%
43,088
+10,207
4 5
6
7 8