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
176
$29K 0.02%
+450
177
$29K 0.02%
+445
178
$28K 0.02%
+1,023
179
$28K 0.02%
+686
180
$27K 0.01%
+1,085
181
$27K 0.01%
+392
182
$26K 0.01%
+577
183
$26K 0.01%
+745
184
$26K 0.01%
+1,245
185
$26K 0.01%
+314
186
$26K 0.01%
+421
187
$25K 0.01%
+628
188
$25K 0.01%
+450
189
$25K 0.01%
+915
190
$25K 0.01%
+585
191
$25K 0.01%
+249
192
$25K 0.01%
+679
193
$24K 0.01%
+770
194
$24K 0.01%
+1,290
195
$24K 0.01%
+1,200
196
$24K 0.01%
+1,019
197
$24K 0.01%
+404
198
$23K 0.01%
+1,200
199
$23K 0.01%
+390
200
$23K 0.01%
+202
6 7
8
9 10