FBT

First Bankers Trust Portfolio holdings

AUM $297M
1-Year Est. Return 23.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$892K
2 +$207K
3 +$200K
4
KO icon
Coca-Cola
KO
+$97.2K
5
MO icon
Altria Group
MO
+$85K

Top Sells

1 +$464K
2 +$237K
3 +$214K
4
PG icon
Procter & Gamble
PG
+$213K
5
MSFT icon
Microsoft
MSFT
+$155K

Sector Composition

1 Consumer Staples 24.14%
2 Healthcare 19.04%
3 Energy 14.2%
4 Industrials 9.06%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,300