FB
| |
FOUNDERS BANK & TRUST13F | |
| FOUNDERS BANK & TRUST | |
| Last update 2015-02-09 | 340 Stocks (8 new) |
| Value $185.00 Mil | Turnover 9 % |
FOUNDERS BANK & TRUST Top Holdings of 2014-12-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 104,920 | 21,705.0 | -1.70% | 11.730 | -0.21% | 0.010 | +16.68% | +7.37% | 623,772.3 | ||
MINT |
PIMCO Enhanced Short Maturity Active Exchange-Trad
PIMCO Enhanced Short Maturity Active Exchange-Trad
| 166,067 | 16,782.0 | +161.39% | 9.070 | +5.60% | 0.130 | +1.13% | +2.30% | 13,290.2 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 141,716 | 9,742.0 | -0.54% | 5.260 | -0.03% | 0.040 | +10.16% | +7.86% | 58,243.4 | ||
SPY | S&P 500 ETF TRUST ETF | 47,337 | 9,730.0 | -4.30% | 5.260 | -0.24% | 0.010 | +16.86% | +7.34% | 643,153.0 | ||
VIG | Vanguard Dividend Appreciation FTF | 119,882 | 9,729.0 | -0.14% | 5.260 | -0.01% | 0.030 | +11.15% | +7.09% | 87,948.4 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 199,254 | 9,337.0 | -7.16% | 5.040 | -0.44% | 0.030 | +13.88% | +18.90% | 42,344.4 | ||
IWD | iShares Russell 1000 Value ETF | 88,160 | 9,204.0 | -3.72% | 4.970 | -0.20% | 0.030 | +9.31% | +7.56% | 64,621.3 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 174,070 | 9,154.0 | +0.82% | 4.950 | +0.04% | 0.020 | +1.31% | +3.76% | 21,509.5 | ||
DWX | SPDR S&P International Dividend ETF | 150,287 | 6,315.0 | -35.54% | 3.410 | -2.22% | 0.920 | +10.20% | +23.81% | 481.0 | ||
VEA | Vanguard FTSE Developed Markets ETF | 103,129 | 3,907.0 | +36,731.79% | 2.110 | +2.10% | 0.000 | +15.17% | +21.17% | 151,853.0 |
FOUNDERS BANK & TRUST's Historical Top Holdings Breakdowns
FOUNDERS BANK & TRUST Total Holding History ($B)
FOUNDERS BANK & TRUST's Asset Allocation
FOUNDERS BANK & TRUST Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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FOUNDERS BANK & TRUST's Hypothetical Growth since 2014-12-31
FOUNDERS BANK & TRUST's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
FOUNDERS BANK & TRUST's Holdings Heat Map
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FOUNDERS BANK & TRUST's Holdings Bubble Chart
FOUNDERS BANK & TRUST News
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