FBT

First Bankers Trust Portfolio holdings

AUM $270M
1-Year Est. Return 18.93%
This Quarter Est. Return
1 Year Est. Return
+18.93%
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 +$866K
2 +$213K
3 +$213K
4
KO icon
Coca-Cola
KO
+$97K
5
MO icon
Altria Group
MO
+$90.6K

Top Sells

1 +$406K
2 +$237K
3 +$218K
4
SNY icon
Sanofi
SNY
+$214K
5
MSFT icon
Microsoft
MSFT
+$161K

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