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
$564M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14M
3
+$9.49M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$9.28M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$7.22M

Top Sells

1
+$19M
2
+$10.2M
3
+$7.71M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.23M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.61M

Sector Composition

1 Technology 6.49%
2 Financials 3.49%
3 Healthcare 3.31%
4 Industrials 2.51%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$497K 0.09%
9,348
+930
177
$490K 0.09%
3,230
+375
178
$483K 0.09%
20,336
179
$481K 0.09%
1,638
-209
180
$467K 0.08%
12,836
+17
181
$456K 0.08%
1,642
182
$454K 0.08%
+1,106
183
$432K 0.08%
5,451
-344
184
$429K 0.08%
8,878
+874
185
$428K 0.08%
2,370
-395
186
$424K 0.08%
+9,961
187
$414K 0.07%
10,354
+1,320
188
$413K 0.07%
2,782
+278
189
$410K 0.07%
+3,821
190
$409K 0.07%
2,444
+72
191
$406K 0.07%
10,725
+2,663
192
$395K 0.07%
1,309
+279
193
$387K 0.07%
522
+12
194
$378K 0.07%
2,476
-57
195
$372K 0.07%
7,093
+2,472
196
$368K 0.07%
10,301
-2,095
197
$368K 0.07%
3,688
+1
198
$366K 0.06%
2,843
+239
199
$364K 0.06%
1,520
+128
200
$364K 0.06%
5,198
-1,695
6 7
8
9 10