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
$556M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.61M
3
+$4.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.31M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$2.88M

Top Sells

1
+$3.37M
2
+$3.17M
3
+$2.95M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.52M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.6M

Sector Composition

1 Technology 7.6%
2 Consumer Discretionary 4.01%
3 Healthcare 3.15%
4 Financials 2.9%
5 Industrials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$349K 0.06%
1,000
202
$341K 0.06%
5,043
203
$340K 0.06%
+8,062
204
$318K 0.06%
6,170
+44
205
$315K 0.06%
6,557
206
$308K 0.06%
3,424
+4
207
$302K 0.05%
1,014
+3
208
$300K 0.05%
2,604
+68
209
$300K 0.05%
5,939
-11,586
210
$298K 0.05%
1,848
+130
211
$297K 0.05%
2,720
+163
212
$294K 0.05%
36,673
213
$291K 0.05%
1,365
-163
214
$290K 0.05%
2,504
+101
215
$289K 0.05%
4,953
+118
216
$285K 0.05%
18,984
-18,196
217
$284K 0.05%
3,265
+181
218
$282K 0.05%
3,474
-36
219
$273K 0.05%
+6,863
220
$272K 0.05%
1,215
+177
221
$265K 0.05%
1,972
+72
222
$264K 0.05%
5,103
+50
223
$258K 0.05%
+4,260
224
$257K 0.05%
2,000
-22,932
225
$257K 0.05%
2,231
-22
7 8
9
10 11