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
$309M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.85M
3
+$7.66M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$7.33M
5
BND icon
Vanguard Total Bond Market
BND
+$6.94M

Top Sells

1
+$103M
2
+$6.83M
3
+$2.19M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.39M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.09M

Sector Composition

1 Technology 6.85%
2 Healthcare 3.07%
3 Consumer Discretionary 2.38%
4 Consumer Staples 2.28%
5 Financials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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