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
26
$969K 0.52%
+12,586
27
$966K 0.52%
+8,691
28
$944K 0.5%
+38,028
29
$918K 0.49%
+31,584
30
$894K 0.48%
+27,276
31
$815K 0.44%
+12,874
32
$759K 0.41%
+7,197
33
$731K 0.39%
+12,103
34
$715K 0.38%
+9,120
35
$699K 0.37%
+6,655
36
$691K 0.37%
+9,244
37
$686K 0.37%
+17,108
38
$645K 0.34%
+29,617
39
$637K 0.34%
+55,952
40
$634K 0.34%
+7,327
41
$591K 0.32%
+7,107
42
$584K 0.31%
+15,041
43
$564K 0.3%
+13,901
44
$548K 0.29%
+12,391
45
$543K 0.29%
+6,956
46
$538K 0.29%
+20,112
47
$533K 0.29%
+4,503
48
$517K 0.28%
+12,518
49
$486K 0.26%
+5,221
50
$464K 0.25%
+13,295
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