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
$953M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$9.51M
3
+$6.58M
4
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$6.48M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.4M

Top Sells

1
+$13.1M
2
+$9.78M
3
+$9.56M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.39M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$6.77M

Sector Composition

1 Technology 7%
2 Financials 3.4%
3 Healthcare 2.53%
4 Consumer Staples 2.18%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$750K 0.08%
3,318
+84
202
$748K 0.08%
+6,034
203
$747K 0.08%
17,792
-170
204
$743K 0.08%
+10,797
205
$739K 0.08%
10,211
+16
206
$738K 0.08%
+17,218
207
$733K 0.08%
+10,936
208
$733K 0.08%
3,561
+52
209
$730K 0.08%
10,326
-4,069
210
$718K 0.08%
+2,479
211
$711K 0.07%
5,076
+54
212
$693K 0.07%
8,870
+396
213
$689K 0.07%
1,619
-823
214
$688K 0.07%
+7,672
215
$688K 0.07%
+32,037
216
$687K 0.07%
3,945
-3,695
217
$687K 0.07%
+19,953
218
$684K 0.07%
+17,367
219
$680K 0.07%
8,167
+347
220
$672K 0.07%
+12,400
221
$669K 0.07%
7,074
+867
222
$665K 0.07%
+21,995
223
$651K 0.07%
12,858
-2,667
224
$650K 0.07%
11,242
+3,067
225
$649K 0.07%
22,359
+2,797
7 8
9
10 11