FFS

Founders Financial Securities Portfolio holdings

AUM $1.77B
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Sells

1 +$18.2M
2 +$15.8M
3 +$10.1M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.82M
5
IAK icon
iShares US Insurance ETF
IAK
+$4.9M

Sector Composition

1 Technology 7.89%
2 Financials 2.95%
3 Healthcare 2.08%
4 Industrials 1.96%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1.36M 0.09%
36,964
+3,860
202
$1.34M 0.09%
25,394
+4,437
203
$1.34M 0.09%
35,097
+2,549
204
$1.33M 0.09%
34,213
+4,728
205
$1.33M 0.09%
44,142
+8,116
206
$1.32M 0.09%
3,800
+171
207
$1.32M 0.09%
31,214
+14,768
208
$1.3M 0.09%
75,627
-1,480
209
$1.29M 0.09%
23,876
+3,041
210
$1.28M 0.09%
25,978
+4,758
211
$1.28M 0.09%
18,002
+1,398
212
$1.27M 0.09%
33,436
-780
213
$1.26M 0.09%
39,471
+21,357
214
$1.26M 0.09%
32,017
+1,506
215
$1.25M 0.09%
2,507
+103
216
$1.25M 0.08%
2,789
+475
217
$1.23M 0.08%
22,375
+3,642
218
$1.23M 0.08%
18,007
+270
219
$1.22M 0.08%
23,486
+5,154
220
$1.22M 0.08%
24,647
-118,095
221
$1.21M 0.08%
19,978
-1,514
222
$1.21M 0.08%
25,394
+4,953
223
$1.2M 0.08%
31,232
+3,759
224
$1.19M 0.08%
28,597
+3,464
225
$1.19M 0.08%
21,669
+4,252