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
$149K
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$11.9K
2
+$6.09K
3
+$4.55K
4
VT icon
Vanguard Total World Stock ETF
VT
+$4.49K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.46K

Top Sells

1
+$13.9M
2
+$5.33M
3
+$3.59M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$2.86M
5
TGT icon
Target
TGT
+$1.22M

Sector Composition

1 Technology 4.82%
2 Industrials 4.17%
3 Healthcare 3.62%
4 Consumer Staples 1.11%
5 Energy 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.7K 12.49%
2,949
+231
2
$18.7K 12.49%
99,756
-21,855
3
$14.1K 9.45%
74,984
-10,025
4
$11.9K 7.99%
+123,614
5
$6.09K 4.08%
+130,872
6
$4.63K 3.1%
114,195
+31,830
7
$4.57K 3.06%
58,525
+26,309
8
$4.55K 3.05%
+133,701
9
$4.5K 3.01%
66,930
-4,781
10
$4.49K 3.01%
+75,287
11
$4.46K 2.99%
+103,908
12
$3.01K 2.02%
+88,952
13
$2.99K 2%
34,506
+5,365
14
$2.56K 1.71%
128,332
+4,780
15
$2.4K 1.61%
21,154
+3,370
16
$2.33K 1.56%
26,346
+2,340
17
$2.01K 1.35%
96,654
+16,801
18
$1.83K 1.22%
44,569
+8,518
19
$1.8K 1.21%
89,984
+18,140
20
$1.77K 1.19%
30,155
+5,744
21
$1.74K 1.17%
26,112
+4,780
22
$1.71K 1.15%
21,388
+8,160
23
$1.7K 1.14%
42,595
+8,689
24
$1.69K 1.13%
25,339
+4,679
25
$1.68K 1.13%
39,035
+875
1
2 3 4