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
$772M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$5.91M
3
+$3.87M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.77M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.71M

Top Sells

1
+$8.76M
2
+$8.1M
3
+$7.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.73M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.63M

Sector Composition

1 Technology 6.01%
2 Financials 3.29%
3 Healthcare 2.75%
4 Consumer Staples 2.32%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$910K 0.12%
5,298
+346
152
$910K 0.12%
4,979
+3,438
153
$908K 0.12%
36,175
+5,972
154
$900K 0.12%
2,202
-13
155
$885K 0.11%
2,737
-18
156
$879K 0.11%
13,890
+1,630
157
$870K 0.11%
1,706
+505
158
$865K 0.11%
3,165
+167
159
$852K 0.11%
5,591
+315
160
$850K 0.11%
23,011
-137
161
$845K 0.11%
7,849
-12,873
162
$845K 0.11%
1,669
+158
163
$840K 0.11%
2,224
+351
164
$835K 0.11%
+5,963
165
$792K 0.1%
12,592
+605
166
$790K 0.1%
44,735
+384
167
$774K 0.1%
2,940
-250
168
$770K 0.1%
6,570
-86
169
$740K 0.1%
+5,837
170
$732K 0.09%
7,658
-170
171
$706K 0.09%
5,398
-597
172
$699K 0.09%
+9,331
173
$689K 0.09%
996
-4
174
$689K 0.09%
6,594
-3
175
$677K 0.09%
2,545
+350
5 6
7
8 9