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
201
$23K 0.01%
+383
202
$23K 0.01%
+750
203
$22K 0.01%
+1,001
204
$21K 0.01%
+1,627
205
$21K 0.01%
+730
206
$20K 0.01%
+444
207
$20K 0.01%
+1,089
208
$20K 0.01%
+1,400
209
$20K 0.01%
+1,000
210
$19K 0.01%
+883
211
$18K 0.01%
+699
212
$17K 0.01%
+1,385
213
$17K 0.01%
+253
214
$17K 0.01%
+285
215
$17K 0.01%
+1,300
216
$16K 0.01%
+354
217
$16K 0.01%
+154
218
$16K 0.01%
+331
219
$16K 0.01%
+605
220
$16K 0.01%
+680
221
$16K 0.01%
+276
222
$16K 0.01%
+400
223
$15K 0.01%
+675
224
$15K 0.01%
+255
225
$15K 0.01%
+668
7 8
9
10 11