FBT
Founders Bank & Trust Portfolio holdings
AUM
$190M
This Quarter Return
+3.12%
1 Year Return
+7.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$196M
AUM Growth
+$196M
(+4.7%)
Cap. Flow
+$3.27M
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
65.68%
Holding
378
New
27
Increased
70
Reduced
76
Closed
23
Top Buys
Top Sells
| 1 |
SPDR S&P International Dividend ETF
DWX
|
$668K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$285K |
| 3 |
iShares Select Dividend ETF
DVY
|
$172K |
| 4 |
Invesco Preferred ETF
PGX
|
$168K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$163K |
Sector Composition
| 1 | Consumer Staples | 5.21% |
| 2 | Healthcare | 3.53% |
| 3 | Consumer Discretionary | 2.85% |
| 4 | Industrials | 2.82% |
| 5 | Financials | 2.46% |