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FBT
Founders Bank & Trust Portfolio holdings
AUM
$190M
1-Year Est. Return
7.04%
This Fund
S&P 500
This Quarter
Est. Return
+3.06%
1 Year Est. Return
+7.04%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$190M
AUM Growth
+$12.2M
(+6.9%)
Cap. Flow
+$7.4M
Cap. Flow
% of AUM
3.89%
Top 10 Holdings %
Top 10 Hldgs %
55.51%
Holding
367
New
8
Increased
43
Reduced
77
Closed
7
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$10.4M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.98M |
| 3 |
HDV
iShares Core High Dividend ETF
HDV
|
+$177K |
| 4 |
Kinder Morgan
KMI
|
+$162K |
| 5 |
Johnson Controls International
JCI
|
+$120K |
Top Sells
| 1 |
State Street SPDR S&P International Dividend ETF
DWX
|
+$3.68M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$739K |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$428K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$367K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$347K |
Sector Composition
| 1 | Consumer Staples | 6.34% |
| 2 | Healthcare | 4.82% |
| 3 | Consumer Discretionary | 3.6% |
| 4 | Industrials | 3.57% |
| 5 | Financials | 3.24% |
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