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
$1.06B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.13M
3
+$2.97M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.93M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.64M

Top Sells

1
+$6.22M
2
+$3.46M
3
+$2.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.32M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.53M

Sector Composition

1 Technology 8.27%
2 Financials 3.39%
3 Healthcare 2.58%
4 Consumer Staples 2.18%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.04M 0.1%
2,381
+100
177
$1.02M 0.1%
19,048
-116,104
178
$1.01M 0.1%
31,435
-147
179
$1.01M 0.1%
7,993
+427
180
$994K 0.09%
5,111
+1,166
181
$989K 0.09%
48,950
-31,025
182
$988K 0.09%
5,990
+3,462
183
$988K 0.09%
12,666
+684
184
$978K 0.09%
3,401
-59
185
$967K 0.09%
7,679
-115
186
$965K 0.09%
4,206
-1,160
187
$963K 0.09%
13,727
+649
188
$952K 0.09%
2,139
+205
189
$942K 0.09%
19,390
+677
190
$939K 0.09%
74,891
+7,207
191
$928K 0.09%
29,953
-5,428
192
$924K 0.09%
15,894
-135
193
$909K 0.09%
+10,975
194
$901K 0.09%
3,504
+247
195
$898K 0.08%
19,318
-296
196
$896K 0.08%
3,002
+41
197
$885K 0.08%
13,518
-6,533
198
$863K 0.08%
4,972
+924
199
$858K 0.08%
3,227
+1,332
200
$854K 0.08%
9,672
+4,296
6 7
8
9 10