FBT
Founders Bank & Trust Portfolio holdings
AUM
$190M
This Quarter Return
+3.06%
1 Year Return
+7.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$190M
AUM Growth
+$190M
(+6.9%)
Cap. Flow
+$7.58M
Cap. Flow
% of AUM
3.98%
Top 10 Holdings %
Top 10 Hldgs %
55.51%
Holding
367
New
8
Increased
44
Reduced
75
Closed
7
Top Buys
Top Sells
| 1 |
SPDR S&P International Dividend ETF
DWX
|
$3.48M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$720K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$437K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$375K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$356K |
Sector Composition
| 1 | Consumer Staples | 6.34% |
| 2 | Healthcare | 4.82% |
| 3 | Consumer Discretionary | 3.6% |
| 4 | Industrials | 3.57% |
| 5 | Financials | 3.24% |
