FFS

Founders Financial Securities Portfolio holdings

AUM $1.7B
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.44M
3
+$5.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.8M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$5.69M

Top Sells

1
+$22.7M
2
+$8.71M
3
+$5.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.29M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.88M

Sector Composition

1 Technology 7.77%
2 Financials 3.25%
3 Healthcare 2.33%
4 Consumer Staples 2.02%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.78M 0.14%
4,980
-14
152
$1.77M 0.13%
12,472
-234
153
$1.76M 0.13%
45,217
-684
154
$1.75M 0.13%
13,121
-42
155
$1.75M 0.13%
46,877
+11,073
156
$1.72M 0.13%
10,203
+244
157
$1.71M 0.13%
38,192
+2,838
158
$1.7M 0.13%
164,054
+28,242
159
$1.7M 0.13%
+81,263
160
$1.7M 0.13%
22,612
+290
161
$1.66M 0.13%
39,908
+3,016
162
$1.66M 0.13%
38,735
+2,653
163
$1.66M 0.13%
39,079
+3,028
164
$1.65M 0.13%
29,110
+917
165
$1.65M 0.13%
36,990
+2,868
166
$1.65M 0.13%
20,632
-8,345
167
$1.65M 0.13%
40,240
+3,128
168
$1.65M 0.13%
39,557
+3,072
169
$1.65M 0.13%
7,216
+160
170
$1.65M 0.13%
40,907
+3,181
171
$1.64M 0.12%
7,722
-692
172
$1.64M 0.12%
7,912
+171
173
$1.64M 0.12%
41,475
+3,219
174
$1.63M 0.12%
24,110
+341
175
$1.6M 0.12%
+45,358
5 6
7
8 9