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
$772M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$5.91M
3
+$3.87M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.77M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.71M

Top Sells

1
+$8.76M
2
+$8.1M
3
+$7.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.73M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.63M

Sector Composition

1 Technology 6.01%
2 Financials 3.29%
3 Healthcare 2.75%
4 Consumer Staples 2.32%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$564K 0.07%
+2,094
202
$559K 0.07%
10,177
-1,895
203
$554K 0.07%
3,483
+150
204
$547K 0.07%
20,879
205
$546K 0.07%
4,169
-201
206
$542K 0.07%
5,943
+3,163
207
$537K 0.07%
5,888
-261
208
$526K 0.07%
47,305
+3,733
209
$521K 0.07%
2,736
+7
210
$517K 0.07%
6,576
+655
211
$510K 0.07%
12,363
-1,040
212
$505K 0.07%
2,360
+11
213
$505K 0.07%
8,339
-437
214
$502K 0.07%
12,983
+85
215
$501K 0.07%
21,879
+4,500
216
$500K 0.06%
9,450
-1,102
217
$499K 0.06%
5,293
+39
218
$498K 0.06%
2,864
-244
219
$497K 0.06%
5,497
-110
220
$477K 0.06%
14,472
+890
221
$476K 0.06%
1,629
+144
222
$476K 0.06%
15,133
-11,993
223
$471K 0.06%
12,025
+36
224
$464K 0.06%
17,133
-89
225
$456K 0.06%
43,144
+1,251
7 8
9
10 11