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
$237M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$826K
3 +$815K
4
LECO icon
Lincoln Electric
LECO
+$424K
5
AVGO icon
Broadcom
AVGO
+$376K

Top Sells

1 +$873K
2 +$868K
3 +$511K
4
CVX icon
Chevron
CVX
+$327K
5
MPC icon
Marathon Petroleum
MPC
+$308K

Sector Composition

1 Consumer Staples 19.94%
2 Healthcare 18.07%
3 Technology 12.65%
4 Industrials 10.81%
5 Energy 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,535
127
-12,168
128
-12,614