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
$172M
AUM Growth
-$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1 +$9.87M
2 +$3.15M
3 +$1.68M
4
UL icon
Unilever
UL
+$275K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$165K

Top Sells

1 +$10.2M
2 +$7.87M
3 +$7.34M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$538K
5
INTC icon
Intel
INTC
+$492K

Sector Composition

1 Consumer Staples 6.28%
2 Healthcare 4.82%
3 Industrials 3.52%
4 Consumer Discretionary 3.42%
5 Financials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$8K ﹤0.01%
777
302
$8K ﹤0.01%
150
-390
303
$8K ﹤0.01%
1,200
304
$8K ﹤0.01%
235
305
$8K ﹤0.01%
730
306
$8K ﹤0.01%
620
307
$7K ﹤0.01%
80
308
$7K ﹤0.01%
488
309
$7K ﹤0.01%
400
310
$7K ﹤0.01%
239
311
$7K ﹤0.01%
169
312
$7K ﹤0.01%
75
313
$6K ﹤0.01%
208
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$6K ﹤0.01%
70
315
$6K ﹤0.01%
100
316
$6K ﹤0.01%
94
317
$6K ﹤0.01%
330
318
$5K ﹤0.01%
150
319
$5K ﹤0.01%
+500
320
$5K ﹤0.01%
122
321
$5K ﹤0.01%
268
322
$5K ﹤0.01%
100
323
$5K ﹤0.01%
85
324
$5K ﹤0.01%
310
325
$5K ﹤0.01%
37