FTB
First Trust Bank Portfolio holdings
AUM
$18.9M
1-Year Return
16.46%
This Quarter Return
-5.07%
1 Year Return
+16.46%
3 Year Return
+33.16%
5 Year Return
+37.39%
10 Year Return
+161.9%
AUM
$46.7M
AUM Growth
+$9.57M
(+26%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
24.37%
Top 10 Holdings %
Top 10 Hldgs %
88.68%
Holding
14
New
3
Increased
3
Reduced
–
Closed
–
Top Buys
| 1 |
HRG
HRG Group, Inc.
HRG
|
+$3.77M |
| 2 |
Jefferies Financial Group
JEF
|
+$3.34M |
| 3 |
Kraft Heinz
KHC
|
+$1.93M |
| 4 |
Arcos Dorados Holdings
ARCO
|
+$1.29M |
| 5 |
Alibaba
BABA
|
+$716K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 32% |
| 2 | Industrials | 18.74% |
| 3 | Consumer Discretionary | 12.31% |
| 4 | Energy | 11.21% |
| 5 | Technology | 9.51% |
