FTB

First Trust Bank Portfolio holdings

AUM $18.9M
1-Year Est. Return 16.46%
This Quarter Est. Return
1 Year Est. Return
+16.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$32.9M
AUM Growth
+$2.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Financials 27.77%
2 Communication Services 25.68%
3 Consumer Staples 17.62%
4 Consumer Discretionary 15.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.8M 17.62%
105,300
2
$5.72M 17.37%
85,400
3
$5.38M 16.34%
28,620
4
$5.24M 15.92%
24,700
5
$4.28M 13.01%
74,550
6
$3.76M 11.43%
59,400
7
$2.73M 8.31%
18,900