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
$497M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.26M
3
+$2.61M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.52M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M

Top Sells

1
+$8.55M
2
+$4.39M
3
+$4.12M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.05M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$1.67M

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 3.79%
3 Financials 3.12%
4 Healthcare 2.99%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$457K 0.09%
2,747
+952
177
$455K 0.09%
1,898
+126
178
$451K 0.09%
9,797
-3,846
179
$451K 0.09%
1,712
-167
180
$450K 0.09%
1,642
181
$447K 0.09%
5,972
-679
182
$440K 0.09%
1,143
-607
183
$438K 0.09%
7,189
+351
184
$437K 0.09%
2,949
+757
185
$437K 0.09%
+2,924
186
$435K 0.09%
5,409
+347
187
$417K 0.08%
1,155
+52
188
$417K 0.08%
2,129
+138
189
$416K 0.08%
3,624
-74,504
190
$413K 0.08%
7,439
+396
191
$388K 0.08%
3,595
+171
192
$384K 0.08%
486
+31
193
$376K 0.08%
22,523
+1,893
194
$371K 0.07%
+608
195
$365K 0.07%
929
+76
196
$364K 0.07%
10,000
-500
197
$359K 0.07%
1,379
-337
198
$356K 0.07%
2,368
-314
199
$352K 0.07%
2,362
+207
200
$352K 0.07%
7,922
+654
6 7
8
9 10