FFS
Founders Financial Securities Portfolio holdings
AUM
$1.32B
1-Year Return
14.8%
This Quarter Return
-1.19%
1 Year Return
+14.8%
3 Year Return
+52.37%
5 Year Return
+90.78%
10 Year Return
+192.43%
AUM
$1.18B
AUM Growth
+$70.9M
(+6.4%)
Cap. Flow
+$109M
Cap. Flow
% of AUM
9.21%
Top 10 Holdings %
Top 10 Hldgs %
24.96%
Holding
510
New
75
Increased
267
Reduced
113
Closed
50
Top Buys
Top Sells
| 1 |
PGIM Floating Rate Income ETF
PFRL
|
$8.26M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$6.01M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
$5.83M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$5.36M |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$4.85M |
Sector Composition
| 1 | Technology | 7.17% |
| 2 | Financials | 3.45% |
| 3 | Healthcare | 2.42% |
| 4 | Consumer Staples | 2.13% |
| 5 | Consumer Discretionary | 2.02% |
