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
$434M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$4.19M
3
+$3.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3M

Top Sells

1
+$10.4M
2
+$7.07M
3
+$6.57M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$5.8M
5
BND icon
Vanguard Total Bond Market
BND
+$4.4M

Sector Composition

1 Technology 6.65%
2 Healthcare 3.13%
3 Financials 3.13%
4 Consumer Discretionary 3.03%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$380K 0.09%
6,484
+964
177
$379K 0.09%
+2,678
178
$378K 0.09%
3,910
+822
179
$368K 0.08%
+8,087
180
$368K 0.08%
6,662
+862
181
$365K 0.08%
3,369
-719
182
$359K 0.08%
1,411
+219
183
$359K 0.08%
14,619
+580
184
$356K 0.08%
1,151
+240
185
$352K 0.08%
10,825
+1,424
186
$351K 0.08%
568
+125
187
$345K 0.08%
6,432
+1,386
188
$342K 0.08%
854
+193
189
$332K 0.08%
+37,781
190
$332K 0.08%
5,010
+140
191
$329K 0.08%
2,341
+558
192
$328K 0.08%
3,683
+233
193
$316K 0.07%
5,251
-422
194
$312K 0.07%
459
+109
195
$312K 0.07%
965
+113
196
$311K 0.07%
3,097
+1,486
197
$302K 0.07%
2,521
+103
198
$299K 0.07%
+12,300
199
$299K 0.07%
2,207
+505
200
$297K 0.07%
+4,227
6 7
8
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