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
$497M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.26M
3
+$2.61M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.52M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M

Top Sells

1
+$8.55M
2
+$4.39M
3
+$4.12M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.05M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$1.67M

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 3.79%
3 Financials 3.12%
4 Healthcare 2.99%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$349K 0.07%
+2,415
202
$348K 0.07%
2,403
+149
203
$337K 0.07%
1,528
+15
204
$336K 0.07%
+4,446
205
$331K 0.07%
1,038
+90
206
$326K 0.07%
6,126
-127
207
$321K 0.06%
2,758
-750
208
$320K 0.06%
5,043
+1
209
$311K 0.06%
2,557
+231
210
$308K 0.06%
+3,420
211
$302K 0.06%
10,231
-123
212
$300K 0.06%
12,466
+4,587
213
$300K 0.06%
6,557
214
$299K 0.06%
3,685
+1
215
$298K 0.06%
2,522
216
$294K 0.06%
1,000
217
$293K 0.06%
7,240
+135
218
$285K 0.06%
1,142
+117
219
$282K 0.06%
36,673
220
$278K 0.06%
1,265
-65
221
$275K 0.06%
2,536
+79
222
$273K 0.06%
19,263
-10,545
223
$271K 0.05%
1,132
-886
224
$267K 0.05%
12,999
225
$262K 0.05%
5,053
-2,660
7 8
9
10 11