FFS

Founders Financial Securities Portfolio holdings

AUM $1.7B
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.44M
3
+$5.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.8M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$5.69M

Top Sells

1
+$22.7M
2
+$8.71M
3
+$5.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.29M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.88M

Sector Composition

1 Technology 7.77%
2 Financials 3.25%
3 Healthcare 2.33%
4 Consumer Staples 2.02%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.28M 0.1%
14,308
+3,643
202
$1.26M 0.1%
1,605
+13
203
$1.26M 0.1%
2,314
+3
204
$1.25M 0.09%
34,216
-503
205
$1.25M 0.09%
3,629
+173
206
$1.24M 0.09%
21,492
-268
207
$1.24M 0.09%
1,543
+27
208
$1.23M 0.09%
17,737
+3
209
$1.2M 0.09%
8,677
+3,883
210
$1.2M 0.09%
4,645
+324
211
$1.19M 0.09%
+49,823
212
$1.19M 0.09%
41,263
+15,900
213
$1.19M 0.09%
32,548
-4
214
$1.16M 0.09%
33,104
-734
215
$1.16M 0.09%
2,052
+17
216
$1.15M 0.09%
33,625
+1,524
217
$1.15M 0.09%
11,388
+361
218
$1.11M 0.08%
2,404
+20
219
$1.11M 0.08%
+20,835
220
$1.11M 0.08%
29,485
-3,446
221
$1.1M 0.08%
16,042
+506
222
$1.1M 0.08%
16,106
+9,381
223
$1.05M 0.08%
20,957
+1,455
224
$1.05M 0.08%
94,855
-5,717
225
$1.03M 0.08%
11,249
+2,616
7 8
9
10 11