FFS

Founders Financial Securities Portfolio holdings

AUM $1.18B
This Quarter Return
-1.19%
1 Year Return
+7.67%
3 Year Return
+25.23%
5 Year Return
+105.54%
10 Year Return
+167.68%
AUM
$1.18B
AUM Growth
+$70.9M
Cap. Flow
+$109M
Cap. Flow %
9.21%
Top 10 Hldgs %
24.96%
Holding
510
New
75
Increased
267
Reduced
113
Closed
50

Top Buys

1
$9.88M
2
$8.68M
3
$6.86M
4
$6.62M
5
$6.11M

Top Sells

1
$8.26M
2
$6.01M
3
$5.83M
4
$5.36M
5
$4.85M

Sector Composition

1Technology7.17%
2Financials3.45%
3Healthcare2.42%
4Consumer Staples2.13%
5Consumer Discretionary2.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.53M0.13% 96,730
+9,480
+11%
+$150K
$1.53M0.13% 35,171
-64
-0.2%
-$2.78K
$1.53M0.13% 9,355
-2,181
-19%
-$356K
$1.52M0.13%
+23,769
 New
+$1.52M
$1.48M0.13% 35,354
+20,604
+140%
+$863K
$1.48M0.13% 2,704––
$1.45M0.12% 4,712
+1,052
+29%
+$323K
$1.44M0.12% 9,959
+7,486
+303%
+$1.08M
$1.44M0.12% 36,100
+18,652
+107%
+$744K
$1.44M0.12% 4,994
+578
+13%
+$166K
$1.44M0.12% 5,071
-158
-3%
-$44.7K
$1.43M0.12% 38,256
+21,771
+132%
+$815K
$1.43M0.12% 37,726
+21,600
+134%
+$816K
$1.42M0.12% 36,485
+20,910
+134%
+$816K
$1.42M0.12% 34,122
+19,609
+135%
+$817K
$1.42M0.12% 1,406
+185
+15%
+$187K
$1.42M0.12% 36,051
+20,690
+135%
+$816K
$1.42M0.12% 3,875
+316
+9%
+$116K
$1.42M0.12% 36,892
+21,166
+135%
+$814K
$1.42M0.12% 37,112
+21,400
+136%
+$817K
$1.41M0.12% 4,821
+477
+11%
+$140K
$1.41M0.12% 34,855
+20,000
+135%
+$809K
$1.41M0.12% 33,968
+19,523
+135%
+$810K
$1.41M0.12% 36,082
+20,712
+135%
+$808K
$1.4M0.12% 38,840
+21,963
+130%
+$792K
1 5678921