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
$556M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.61M
3
+$4.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.31M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$2.88M

Top Sells

1
+$3.37M
2
+$3.17M
3
+$2.95M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.6M

Sector Composition

1 Technology 7.6%
2 Consumer Discretionary 4.01%
3 Healthcare 3.15%
4 Financials 2.9%
5 Industrials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$605K 0.11%
6,483
-785
152
$603K 0.11%
1,678
-29
153
$593K 0.11%
2,958
+73
154
$590K 0.11%
8,236
-2,383
155
$577K 0.1%
9,580
+3,500
156
$572K 0.1%
17,342
+2,471
157
$565K 0.1%
4,253
+135
158
$561K 0.1%
11,803
-21
159
$553K 0.1%
5,170
160
$553K 0.1%
+21,354
161
$533K 0.1%
16,820
+475
162
$529K 0.1%
7,749
+310
163
$526K 0.09%
8,413
-230
164
$521K 0.09%
9,159
-840
165
$520K 0.09%
12,396
+2,106
166
$518K 0.09%
2,748
+1,369
167
$515K 0.09%
2,829
+82
168
$507K 0.09%
979
+50
169
$505K 0.09%
5,795
+386
170
$505K 0.09%
12,819
-24,510
171
$502K 0.09%
1,642
172
$499K 0.09%
20,336
+109
173
$498K 0.09%
1,208
+53
174
$493K 0.09%
2,855
-69
175
$479K 0.09%
3,541
-54
5 6
7
8 9