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
$1.06B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.13M
3
+$2.97M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.93M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.64M

Top Sells

1
+$6.22M
2
+$3.46M
3
+$2.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.32M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.53M

Sector Composition

1 Technology 8.27%
2 Financials 3.39%
3 Healthcare 2.58%
4 Consumer Staples 2.18%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$850K 0.08%
4,635
+2,008
202
$848K 0.08%
10,124
+3,316
203
$845K 0.08%
3,273
+768
204
$840K 0.08%
12,245
+413
205
$840K 0.08%
+7,368
206
$823K 0.08%
7,411
+255
207
$821K 0.08%
13,906
+420
208
$821K 0.08%
6,206
-667
209
$820K 0.08%
8,456
+2,616
210
$815K 0.08%
22,994
+3,041
211
$811K 0.08%
6,145
+4,264
212
$801K 0.08%
9,247
+2,052
213
$800K 0.08%
+17,488
214
$790K 0.07%
10,949
+13
215
$789K 0.07%
16,608
+1,509
216
$771K 0.07%
10,741
+415
217
$759K 0.07%
33,422
+6,261
218
$756K 0.07%
8,490
+323
219
$752K 0.07%
1,685
+66
220
$751K 0.07%
15,636
-128
221
$750K 0.07%
17,232
-135
222
$750K 0.07%
3,763
+615
223
$739K 0.07%
20,479
-534
224
$734K 0.07%
61,147
-4,507
225
$717K 0.07%
7,834
+162
7 8
9
10 11