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
$901M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.8M
3
+$4.34M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.02M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$3.86M

Top Sells

1
+$4.6M
2
+$4.17M
3
+$4.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.86M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.35M

Sector Composition

1 Technology 6.84%
2 Financials 3.55%
3 Healthcare 2.85%
4 Consumer Staples 2.3%
5 Consumer Discretionary 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.08M 0.12%
2,442
+847
152
$1.07M 0.12%
77,895
+1,171
153
$1.07M 0.12%
5,727
+429
154
$1.07M 0.12%
5,330
+3,163
155
$1.07M 0.12%
2,209
-414
156
$1.06M 0.12%
6,630
+667
157
$1.06M 0.12%
3,571
+37
158
$1.05M 0.12%
1,970
+301
159
$1.05M 0.12%
2,710
-27
160
$1.03M 0.11%
14,395
+505
161
$1.03M 0.11%
5,734
+143
162
$1.03M 0.11%
6,952
+382
163
$1.02M 0.11%
3,436
+496
164
$1M 0.11%
2,147
+25
165
$987K 0.11%
9,396
-4,209
166
$986K 0.11%
3,293
+128
167
$980K 0.11%
3,215
+939
168
$980K 0.11%
18,158
-7,015
169
$980K 0.11%
+34,092
170
$976K 0.11%
+35,710
171
$967K 0.11%
23,366
+355
172
$950K 0.11%
6,520
+196
173
$948K 0.11%
21,577
-232
174
$941K 0.1%
22,702
-17,063
175
$935K 0.1%
6,691
+1,293
5 6
7
8 9