FNBTCON

First National Bank & Trust Co of Newtown Portfolio holdings

AUM $499M
1-Year Est. Return 11%
This Quarter Est. Return
1 Year Est. Return
+11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
-$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$628K
2 +$581K
3 +$581K
4
NVDA icon
NVIDIA
NVDA
+$232K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$218K

Top Sells

1 +$240K
2 +$203K
3 +$110K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$101K
5
SHPG
Shire pic
SHPG
+$66.8K

Sector Composition

1 Technology 7.61%
2 Consumer Staples 6.77%
3 Healthcare 6.63%
4 Industrials 5.74%
5 Energy 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$119K 0.03%
+12,591
127
-2,117
128
-6,000