FFS

Founders Financial Securities Portfolio holdings

AUM $1.77B
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$17.2M
3
+$14.8M
4
HOLA
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
+$10.6M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$9.63M

Top Sells

1
+$18.2M
2
+$15.8M
3
+$10.1M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.82M
5
IAK icon
iShares US Insurance ETF
IAK
+$4.9M

Sector Composition

1 Technology 7.89%
2 Financials 2.95%
3 Healthcare 2.08%
4 Industrials 1.96%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.02M 0.14%
12,488
+16
152
$2.01M 0.14%
86,792
+3,432
153
$1.98M 0.13%
5,291
+311
154
$1.98M 0.13%
48,767
+3,550
155
$1.95M 0.13%
6,921
+536
156
$1.94M 0.13%
92,617
+11,354
157
$1.93M 0.13%
10,512
+2,600
158
$1.9M 0.13%
3,992
-744
159
$1.9M 0.13%
36,984
+100
160
$1.89M 0.13%
16,509
-1,137
161
$1.89M 0.13%
21,709
+72
162
$1.88M 0.13%
209,432
+45,378
163
$1.85M 0.13%
13,880
+577
164
$1.83M 0.12%
22,785
+173
165
$1.82M 0.12%
+59,650
166
$1.8M 0.12%
39,090
-368
167
$1.78M 0.12%
21,240
+608
168
$1.76M 0.12%
30,757
+1,647
169
$1.76M 0.12%
+27,741
170
$1.74M 0.12%
9,061
+889
171
$1.73M 0.12%
4,858
-1,425
172
$1.73M 0.12%
15,046
-4,879
173
$1.72M 0.12%
5,958
+809
174
$1.72M 0.12%
8,088
+366
175
$1.71M 0.12%
45,465
+107
5 6
7
8 9