FBT

Founders Bank & Trust Portfolio holdings

AUM $190M
1-Year Est. Return 7.05%
This Quarter Est. Return
1 Year Est. Return
+7.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$24.7M
3
+$15.3M
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$9.52M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$8.82M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 5.43%
2 Healthcare 3.53%
3 Consumer Discretionary 2.92%
4 Industrials 2.67%
5 Financials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15K 0.01%
+146
227
$15K 0.01%
+465
228
$15K 0.01%
+200
229
$15K 0.01%
+771
230
$14K 0.01%
+300
231
$14K 0.01%
+340
232
$14K 0.01%
+213
233
$14K 0.01%
+469
234
$14K 0.01%
+410
235
$13K 0.01%
+150
236
$13K 0.01%
+400
237
$13K 0.01%
+200
238
$13K 0.01%
+160
239
$12K 0.01%
+425
240
$12K 0.01%
+76
241
$12K 0.01%
+225
242
$12K 0.01%
+3
243
$12K 0.01%
+100
244
$11K 0.01%
+135
245
$11K 0.01%
+757
246
$11K 0.01%
+71
247
$11K 0.01%
+4,000
248
$11K 0.01%
+111
249
$11K 0.01%
+443
250
$11K 0.01%
+241
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