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
$417M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$7M
3
+$5.58M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.93M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.71M

Top Sells

1
+$11.9M
2
+$4.77M
3
+$3.66M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.86M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.79M

Sector Composition

1 Technology 5.98%
2 Healthcare 2.78%
3 Consumer Discretionary 2.36%
4 Financials 2.32%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$236K 0.06%
+6,191
202
$234K 0.06%
+2,740
203
$233K 0.06%
+2,266
204
$232K 0.06%
+2,210
205
$230K 0.06%
+1,766
206
$227K 0.05%
6,248
+638
207
$226K 0.05%
+680
208
$224K 0.05%
+4,846
209
$223K 0.05%
2,780
-2,260
210
$221K 0.05%
+3,816
211
$220K 0.05%
+985
212
$217K 0.05%
1,247
-19
213
$216K 0.05%
+443
214
$215K 0.05%
+8,282
215
$214K 0.05%
+2,070
216
$214K 0.05%
4,787
217
$213K 0.05%
+7,123
218
$211K 0.05%
4,480
-2,037
219
$210K 0.05%
+3,960
220
$210K 0.05%
771
-246
221
$210K 0.05%
+2,615
222
$208K 0.05%
+4,376
223
$207K 0.05%
+1,096
224
$112K 0.03%
+2,076
225
$67K 0.02%
4,167
6 7 8
9
10