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
$497M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.26M
3
+$2.61M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.52M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M

Top Sells

1
+$8.55M
2
+$4.39M
3
+$4.12M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.05M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$1.67M

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 3.79%
3 Financials 3.12%
4 Healthcare 2.99%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$571K 0.11%
7,268
-1,162
152
$567K 0.11%
10,882
+5,248
153
$566K 0.11%
7,086
+576
154
$564K 0.11%
2,885
-94
155
$563K 0.11%
755
+32
156
$559K 0.11%
37,180
+2,650
157
$549K 0.11%
9,999
+381
158
$549K 0.11%
3,246
+458
159
$544K 0.11%
22,200
160
$538K 0.11%
2,800
+9
161
$536K 0.11%
1,360
-56
162
$534K 0.11%
8,643
+536
163
$530K 0.11%
+6,220
164
$529K 0.11%
8,364
+1,480
165
$525K 0.11%
11,824
166
$520K 0.1%
1,444
+315
167
$514K 0.1%
3,541
-78
168
$509K 0.1%
5,170
169
$497K 0.1%
20,227
+58
170
$497K 0.1%
3,024
-631
171
$491K 0.1%
14,871
-7,516
172
$482K 0.1%
8,104
-96
173
$480K 0.1%
4,118
+273
174
$468K 0.09%
17,266
-61,596
175
$461K 0.09%
10,290
+766
5 6
7
8 9