FBT

Founders Bank & Trust Portfolio holdings

AUM $190M
1-Year Est. Return 7.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.04%
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
+$9.79M
2
+$3.15M
3
+$1.68M
4
UL icon
Unilever
UL
+$258K
5
HDV
iShares Core High Dividend ETF
HDV
+$160K

Top Sells

1
+$10M
2
+$7.85M
3
+$7.34M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$535K
5
INTC icon
Intel
INTC
+$474K

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
351
$1K ﹤0.01%
50
352
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353
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120
354
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20
355
$1K ﹤0.01%
250
356
$1K ﹤0.01%
100
357
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-3,107
358
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359
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$0 ﹤0.01%
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362
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365
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4
366
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370
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372
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$0 ﹤0.01%
4
374
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375
$0 ﹤0.01%
160
13 14
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