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
$901M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.8M
3
+$4.34M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.02M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$3.86M

Top Sells

1
+$4.6M
2
+$4.17M
3
+$4.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.86M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.35M

Sector Composition

1 Technology 6.84%
2 Financials 3.55%
3 Healthcare 2.85%
4 Consumer Staples 2.3%
5 Consumer Discretionary 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$932K 0.1%
4,721
+1,857
177
$901K 0.1%
2,888
+243
178
$894K 0.1%
39,369
-1,145
179
$891K 0.1%
10,999
+1,668
180
$883K 0.1%
18,442
+10,830
181
$876K 0.1%
+4,106
182
$872K 0.1%
6,653
+169
183
$867K 0.1%
33,704
+11,825
184
$867K 0.1%
1,046
+50
185
$853K 0.09%
13,852
+175
186
$851K 0.09%
45,264
+529
187
$849K 0.09%
12,840
+248
188
$841K 0.09%
3,197
-117
189
$838K 0.09%
2,485
+856
190
$830K 0.09%
1,096
+30
191
$808K 0.09%
8,584
+1,568
192
$795K 0.09%
27,201
+6,322
193
$793K 0.09%
15,525
+2,234
194
$772K 0.09%
2,548
+3
195
$770K 0.09%
6,606
+12
196
$763K 0.08%
19,044
+10
197
$757K 0.08%
+20,053
198
$755K 0.08%
4,871
+853
199
$750K 0.08%
4,418
+2,318
200
$747K 0.08%
+11,084
6 7
8
9 10