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
351
$0 ﹤0.01%
+3