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
$556M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.61M
3
+$4.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.31M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$2.88M

Top Sells

1
+$3.37M
2
+$3.17M
3
+$2.95M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.6M

Sector Composition

1 Technology 7.6%
2 Consumer Discretionary 4.01%
3 Healthcare 3.15%
4 Financials 2.9%
5 Industrials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$473K 0.09%
2,765
-259
177
$473K 0.09%
8,418
+314
178
$471K 0.08%
11,831
-5,231
179
$463K 0.08%
2,533
-3,838
180
$460K 0.08%
6,893
-296
181
$451K 0.08%
1,685
-27
182
$447K 0.08%
1,977
-512
183
$442K 0.08%
21,273
+2,010
184
$436K 0.08%
3,674
+725
185
$434K 0.08%
9,034
+1,112
186
$431K 0.08%
510
+24
187
$415K 0.07%
8,004
-14,457
188
$414K 0.07%
+3,602
189
$412K 0.07%
2,372
+4
190
$404K 0.07%
+11,170
191
$399K 0.07%
2,416
+54
192
$381K 0.07%
8,345
-1,452
193
$380K 0.07%
4,456
+10
194
$380K 0.07%
1,392
+250
195
$370K 0.07%
+1,030
196
$362K 0.07%
7,585
+345
197
$359K 0.06%
1,578
-551
198
$356K 0.06%
3,687
+2
199
$355K 0.06%
2,523
+1
200
$350K 0.06%
10,000
6 7
8
9 10