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
101
$121K 0.06%
+2,713
102
$121K 0.06%
+5,995
103
$118K 0.06%
+1,220
104
$116K 0.06%
+2,417
105
$112K 0.06%
+4,704
106
$103K 0.06%
+8,900
107
$102K 0.05%
+10,000
108
$101K 0.05%
+3,594
109
$101K 0.05%
+6,506
110
$101K 0.05%
+1,200
111
$98K 0.05%
+1,180
112
$94K 0.05%
+2,753
113
$93K 0.05%
+831
114
$92K 0.05%
+3,665
115
$92K 0.05%
+2,263
116
$90K 0.05%
+1,798
117
$89K 0.05%
+1,039
118
$88K 0.05%
+1,779
119
$88K 0.05%
+5,165
120
$87K 0.05%
+1,406
121
$86K 0.05%
+2,644
122
$86K 0.05%
+1,462
123
$84K 0.04%
+3,458
124
$78K 0.04%
+5,488
125
$77K 0.04%
+1,711
3 4
5
6 7