FFS
Founders Financial Securities Portfolio holdings
AUM
$1.32B
This Quarter Return
+12.77%
1 Year Return
+14.8%
3 Year Return
+52.37%
5 Year Return
+90.78%
10 Year Return
+192.43%
AUM
$417M
AUM Growth
+$417M
(+33%)
Cap. Flow
+$73.1M
Cap. Flow
% of AUM
17.51%
Top 10 Holdings %
Top 10 Hldgs %
40.19%
Holding
242
New
84
Increased
95
Reduced
43
Closed
16
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$8.04M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$7M |
| 3 |
iShares MSCI Japan ETF
EWJ
|
$5.58M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.93M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$4.71M |
Top Sells
Sector Composition
| 1 | Technology | 5.98% |
| 2 | Healthcare | 2.78% |
| 3 | Consumer Discretionary | 2.36% |
| 4 | Financials | 2.32% |
| 5 | Industrials | 2.19% |
