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
$180M
AUM Growth
+$8.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1 +$9.35M
2 +$1.14M
3 +$825K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$418K
5
KO icon
Coca-Cola
KO
+$362K

Top Sells

1 +$9.88M
2 +$850K
3 +$508K
4
XOM icon
Exxon Mobil
XOM
+$275K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$165K

Sector Composition

1 Consumer Staples 6.5%
2 Healthcare 4.93%
3 Industrials 3.56%
4 Consumer Discretionary 3.37%
5 Financials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$18K 0.01%
3
252
$18K 0.01%
675
253
$17K 0.01%
668
254
$17K 0.01%
1,385
255
$17K 0.01%
280
-259
256
$17K 0.01%
93
257
$17K 0.01%
410
258
$17K 0.01%
+733
259
$17K 0.01%
1,300
260
$16K 0.01%
331
261
$16K 0.01%
146
262
$15K 0.01%
340
263
$15K 0.01%
135
264
$15K 0.01%
605
265
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204
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$15K 0.01%
100
268
$14K 0.01%
151
269
$14K 0.01%
340
-44
270
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200
271
$14K 0.01%
115
272
$14K 0.01%
337
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$14K 0.01%
204
274
$14K 0.01%
219
275
$13K 0.01%
150