FFS
Founders Financial Securities Portfolio holdings
AUM
$1.32B
1-Year Return
14.8%
This Quarter Return
+6.57%
1 Year Return
+14.8%
3 Year Return
+52.37%
5 Year Return
+90.78%
10 Year Return
+192.43%
AUM
$504M
AUM Growth
+$69.9M
(+16%)
Cap. Flow
+$45.6M
Cap. Flow
% of AUM
9.05%
Top 10 Holdings %
Top 10 Hldgs %
35.78%
Holding
319
New
65
Increased
149
Reduced
64
Closed
26
Top Buys
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.98M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$4.93M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.67M |
| 4 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
$2.42M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$2.4M |
Sector Composition
| 1 | Technology | 7.68% |
| 2 | Consumer Discretionary | 3.85% |
| 3 | Healthcare | 3.19% |
| 4 | Financials | 3.06% |
| 5 | Industrials | 2.49% |
