FFS

Founders Financial Securities Portfolio holdings

AUM $1.47B
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$7M
3
+$5.58M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.93M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.71M

Top Sells

1
+$11.9M
2
+$4.77M
3
+$3.66M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.86M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.79M

Sector Composition

1 Technology 5.98%
2 Healthcare 2.78%
3 Consumer Discretionary 2.36%
4 Financials 2.32%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$277K 0.07%
+7,316
177
$277K 0.07%
+10,000
178
$277K 0.07%
+3,088
179
$272K 0.07%
+1,740
180
$270K 0.06%
+661
181
$270K 0.06%
+5,800
182
$265K 0.06%
+2,418
183
$263K 0.06%
+29,920
184
$263K 0.06%
+8,174
185
$262K 0.06%
+911
186
$259K 0.06%
+1,944
187
$259K 0.06%
+852
188
$255K 0.06%
+1,192
189
$254K 0.06%
3,026
-4,958
190
$254K 0.06%
+6,757
191
$252K 0.06%
+1,783
192
$251K 0.06%
1,000
193
$250K 0.06%
+350
194
$250K 0.06%
+149
195
$250K 0.06%
+4,240
196
$247K 0.06%
+4,824
197
$247K 0.06%
+1,611
198
$244K 0.06%
+4,044
199
$239K 0.06%
+1,838
200
$237K 0.06%
1,944
-430
6 7
8
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