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
$772M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$5.91M
3
+$3.87M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.77M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.71M

Top Sells

1
+$8.76M
2
+$8.1M
3
+$7.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.73M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.63M

Sector Composition

1 Technology 6.01%
2 Financials 3.29%
3 Healthcare 2.75%
4 Consumer Staples 2.32%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$675K 0.09%
2,645
+144
177
$672K 0.09%
3,314
+226
178
$669K 0.09%
+5,246
179
$657K 0.09%
13,849
-1,625
180
$652K 0.08%
3,347
+106
181
$648K 0.08%
19,034
+9,986
182
$640K 0.08%
25,626
+224
183
$639K 0.08%
13,291
-182,162
184
$634K 0.08%
1,181
-172
185
$629K 0.08%
6,484
+284
186
$629K 0.08%
13,677
+423
187
$628K 0.08%
1,066
+187
188
$623K 0.08%
7,016
-279
189
$621K 0.08%
7,197
+594
190
$616K 0.08%
16,514
+922
191
$604K 0.08%
26,888
-3,638
192
$600K 0.08%
2,276
+639
193
$599K 0.08%
4,018
+362
194
$587K 0.08%
14,470
+1,011
195
$584K 0.08%
+7,275
196
$583K 0.08%
1,595
+120
197
$583K 0.08%
+5,538
198
$575K 0.07%
+3,335
199
$568K 0.07%
7,377
+609
200
$565K 0.07%
3,294
-9,921
6 7
8
9 10