BTC

Bank & Trust Company Portfolio holdings

AUM $142M
1-Year Est. Return 24.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$288K
2 +$228K
3 +$210K
4
CMCSA icon
Comcast
CMCSA
+$119K
5
CVX icon
Chevron
CVX
+$107K

Top Sells

1 +$296K
2 +$218K
3 +$116K
4
NVDA icon
NVIDIA
NVDA
+$113K
5
MCY icon
Mercury Insurance
MCY
+$98.1K

Sector Composition

1 Financials 18.81%
2 Healthcare 15.5%
3 Technology 13.2%
4 Industrials 11.99%
5 Utilities 10.17%