FFS

Founders Financial Securities Portfolio holdings

AUM $1.77B
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Sells

1 +$18.2M
2 +$15.8M
3 +$10.1M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.82M
5
IAK icon
iShares US Insurance ETF
IAK
+$4.9M

Sector Composition

1 Technology 7.89%
2 Financials 2.95%
3 Healthcare 2.08%
4 Industrials 1.96%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$2.41M 0.16%
59,206
+17,731
127
$2.4M 0.16%
31,266
+2,148
128
$2.36M 0.16%
61,095
+18,859
129
$2.36M 0.16%
10,746
+543
130
$2.35M 0.16%
+26,418
131
$2.33M 0.16%
53,968
+10,880
132
$2.32M 0.16%
50,743
+10,264
133
$2.29M 0.16%
118,730
+7,425
134
$2.27M 0.15%
59,301
+12,424
135
$2.25M 0.15%
3,698
-422
136
$2.24M 0.15%
7,938
-104
137
$2.22M 0.15%
33,450
-377
138
$2.21M 0.15%
50,666
+11,934
139
$2.2M 0.15%
29,208
+1,126
140
$2.14M 0.15%
12,257
+4,402
141
$2.12M 0.14%
16,717
-629
142
$2.11M 0.14%
7,096
+80
143
$2.11M 0.14%
6,855
+29
144
$2.11M 0.14%
83,884
-15,501
145
$2.07M 0.14%
7,424
+845
146
$2.05M 0.14%
17,814
-72
147
$2.05M 0.14%
3,075
-15
148
$2.05M 0.14%
10,599
+1,480
149
$2.04M 0.14%
10,146
+6,451
150
$2.03M 0.14%
24,654
+1,657