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
$1.06B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.13M
3
+$2.97M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.93M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.64M

Top Sells

1
+$6.22M
2
+$3.46M
3
+$2.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.32M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.53M

Sector Composition

1 Technology 8.27%
2 Financials 3.39%
3 Healthcare 2.58%
4 Consumer Staples 2.18%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.3M 0.12%
5,117
+562
152
$1.27M 0.12%
2,813
+137
153
$1.26M 0.12%
28,345
+10,421
154
$1.24M 0.12%
+5,149
155
$1.19M 0.11%
10,412
+1,110
156
$1.18M 0.11%
1,151
+28
157
$1.17M 0.11%
8,480
+1,169
158
$1.17M 0.11%
2,103
+86
159
$1.16M 0.11%
3,413
+106
160
$1.14M 0.11%
2,058
+19
161
$1.13M 0.11%
3,101
+324
162
$1.13M 0.11%
4,565
+1,247
163
$1.12M 0.11%
21,210
+181
164
$1.11M 0.1%
19,509
+8,267
165
$1.1M 0.1%
37,091
+11,117
166
$1.09M 0.1%
5,050
+1,489
167
$1.08M 0.1%
14,808
+582
168
$1.08M 0.1%
1,192
+22
169
$1.07M 0.1%
25,955
+8,163
170
$1.07M 0.1%
8,489
+962
171
$1.06M 0.1%
7,068
+1,307
172
$1.06M 0.1%
6,163
+1,599
173
$1.05M 0.1%
2,256
+163
174
$1.05M 0.1%
6,180
-326
175
$1.04M 0.1%
18,940
+327
5 6
7
8 9