FB
| |
FOUNDERS BANK & TRUST13F | |
| FOUNDERS BANK & TRUST | |
| Last update 2015-02-09 | 340 Stocks (8 new) |
| Value $185.00 Mil | Turnover 9 % |
| Portfolio Report | |
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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 104,920 | 21705.000 | -1.70% | 11.730 | -0.21% | 0.010 | +11.40% | +21.33% | 545905.122 | ||
MINT | PIMCO Enhanced Short Maturity Active Exchange-Trad | 166,067 | 16782.000 | +161.39% | 9.070 | +5.60% | 0.130 | +0.12% | +0.53% | 11955.540 | ||
VYM | Vanguard High Dividend Yield Indx ETF | 141,716 | 9742.000 | -0.54% | 5.260 | -0.03% | 0.040 | +9.10% | +15.23% | 57198.032 | ||
SPY | S&P 500 ETF TRUST ETF | 47,337 | 9730.000 | -4.30% | 5.260 | -0.24% | 0.010 | +11.47% | +21.33% | 596470.496 | ||
VIG | Vanguard Dividend Appreciation FTF | 119,882 | 9729.000 | -0.14% | 5.260 | -0.01% | 0.030 | +8.11% | +15.33% | 82739.959 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 199,254 | 9337.000 | -7.16% | 5.040 | -0.44% | 0.030 | +8.15% | +8.78% | 39645.310 | ||
IWD | iShares Russell 1000 Value ETF | 88,160 | 9204.000 | -3.72% | 4.970 | -0.20% | 0.030 | +8.90% | +14.71% | 59474.742 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 174,070 | 9154.000 | +0.82% | 4.950 | +0.04% | 0.020 | -0.19% | +1.17% | 20774.061 | ||
DWX | SPDR S&P International Dividend ETF | 150,287 | 6315.000 | -35.54% | 3.410 | -2.22% | 0.920 | +4.46% | +4.08% | 419.999 | ||
VEA | Vanguard FTSE Developed Markets ETF | 103,129 | 3907.000 | +36,731.79% | 2.110 | +2.10% | 0.000 | +6.74% | +6.08% | 139217.980 |
FOUNDERS BANK & TRUST's Historical Top Holdings Breakdowns
FOUNDERS BANK & TRUST Total Holding History ($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
- 1
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
Size field:
FOUNDERS BANK & TRUST's Holdings Bubble Chart
FOUNDERS BANK & TRUST News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers