FB

First Bancorp Portfolio holdings

AUM $188M
1-Year Est. Return 15.74%
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$21.7M
2 +$6.05M
3 +$5.96M
4
AAPL icon
Apple
AAPL
+$5.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.71M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.94%
2 Technology 11.8%
3 Healthcare 5.39%
4 Communication Services 5.18%
5 Industrials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$47K 0.05%
+128