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
$296M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$6.76M
2 +$4.76M
3 +$4.39M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.17M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.68M

Sector Composition

1 Healthcare 2.82%
2 Technology 2.46%
3 Financials 1.58%
4 Energy 1.53%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,667
152
-3,908
153
-77,435
154
-8,183
155
-33,146