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
$504M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.54M
3
+$3.13M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.93M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.7M

Top Sells

1
+$5.98M
2
+$4.93M
3
+$3.67M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.42M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.4M

Sector Composition

1 Technology 7.68%
2 Consumer Discretionary 3.85%
3 Healthcare 3.19%
4 Financials 3.06%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$386K 0.08%
3,424
+55
202
$381K 0.08%
1,103
-48
203
$375K 0.07%
1,458
+227
204
$374K 0.07%
853
-1
205
$365K 0.07%
455
-4
206
$361K 0.07%
6,212
+980
207
$360K 0.07%
+1,254
208
$356K 0.07%
5,062
+835
209
$352K 0.07%
10,354
-471
210
$351K 0.07%
6,253
-577
211
$348K 0.07%
+20,630
212
$340K 0.07%
36,673
-1,108
213
$339K 0.07%
2,155
+101
214
$333K 0.07%
+16,562
215
$332K 0.07%
7,268
+1,074
216
$330K 0.07%
2,326
-15
217
$327K 0.06%
+1,513
218
$326K 0.06%
10,500
+500
219
$326K 0.06%
2,254
+47
220
$325K 0.06%
3,684
+1
221
$321K 0.06%
1,312
222
$319K 0.06%
1,330
-81
223
$318K 0.06%
2,892
-205
224
$315K 0.06%
12,999
-80
225
$312K 0.06%
5,042
+662
7 8
9
10 11