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Home > Institutional Investor > Founders Financial Securities Llc > Profile

Instuitional Investor - Founders Financial Securities Llc

Fund Profile
Filing Period:
Fund Name: Founders Financial Securities Llc
Portfolio Value $901,132,913
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 785,640 $51,113,738 5.67%
2.
Spdr Series Trust
 888,936 $41,451,086 4.59%
3.
Schwab Strategic Trust
 FNDF 481,722 $36,673,475 4.06%
4.
Vanguard Tax-Managed Fds
 591,062 $28,311,892 3.14%
5.
Ishares Trust
 IEF 242,253 $26,223,925 2.91%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)