FFS

Founders Financial Securities Portfolio holdings

AUM $1.7B
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.44M
3
+$5.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.8M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$5.69M

Top Sells

1
+$22.7M
2
+$8.71M
3
+$5.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.29M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.88M

Sector Composition

1 Technology 7.77%
2 Financials 3.25%
3 Healthcare 2.33%
4 Consumer Staples 2.02%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.59M 0.12%
42,236
+3,396
177
$1.59M 0.12%
32,446
-2,274
178
$1.58M 0.12%
38,732
-28,376
179
$1.56M 0.12%
+12,155
180
$1.55M 0.12%
14,125
-4,706
181
$1.54M 0.12%
3,894
+19
182
$1.51M 0.11%
5,149
+1,374
183
$1.5M 0.11%
5,147
+760
184
$1.49M 0.11%
6,579
-2,776
185
$1.47M 0.11%
28,890
-1,600
186
$1.46M 0.11%
1,405
-1
187
$1.44M 0.11%
4,834
+13
188
$1.43M 0.11%
6,988
-10
189
$1.43M 0.11%
+29,171
190
$1.41M 0.11%
3,320
+25
191
$1.4M 0.11%
5,142
+4
192
$1.4M 0.11%
77,107
+824
193
$1.39M 0.11%
14,850
+72
194
$1.37M 0.1%
30,751
-4,420
195
$1.36M 0.1%
4,770
-804
196
$1.35M 0.1%
65,189
+365
197
$1.34M 0.1%
4,913
-313
198
$1.32M 0.1%
30,511
+465
199
$1.29M 0.1%
7,855
+656
200
$1.29M 0.1%
25,742
+3,032
6 7
8
9 10