FFS
Founders Financial Securities Portfolio holdings
AUM
$1.32B
This Quarter Return
+5.96%
1 Year Return
+14.8%
3 Year Return
+52.37%
5 Year Return
+90.78%
10 Year Return
+192.43%
AUM
$296M
AUM Growth
-$17.8M
(-5.7%)
Cap. Flow
-$32.6M
Cap. Flow
% of AUM
-11.01%
Top 10 Holdings %
Top 10 Hldgs %
40.59%
Holding
155
New
24
Increased
69
Reduced
27
Closed
35
Top Buys
| 1 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$6.76M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$4.76M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.39M |
| 4 |
iShare MSCI Eurozone ETF
EZU
|
$4.17M |
| 5 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$3.68M |
Top Sells
Sector Composition
| 1 | Healthcare | 2.82% |
| 2 | Technology | 2.46% |
| 3 | Financials | 1.58% |
| 4 | Energy | 1.53% |
| 5 | Consumer Staples | 1.33% |