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
276
$8K ﹤0.01%
+620
277
$7K ﹤0.01%
+80
278
$7K ﹤0.01%
+120
279
$7K ﹤0.01%
+106
280
$7K ﹤0.01%
+247
281
$7K ﹤0.01%
+235
282
$7K ﹤0.01%
+240
283
$7K ﹤0.01%
+75
284
$7K ﹤0.01%
+81
285
$7K ﹤0.01%
+200
286
$6K ﹤0.01%
+282
287
$6K ﹤0.01%
+100
288
$6K ﹤0.01%
+140
289
$6K ﹤0.01%
+1,200
290
$6K ﹤0.01%
+100
291
$6K ﹤0.01%
+180
292
$6K ﹤0.01%
+730
293
$6K ﹤0.01%
+500
294
$5K ﹤0.01%
+48
295
$5K ﹤0.01%
+70
296
$5K ﹤0.01%
+260
297
$5K ﹤0.01%
+100
298
$5K ﹤0.01%
+268
299
$5K ﹤0.01%
+94
300
$4K ﹤0.01%
+208