FTB

First Trust Bank Portfolio holdings

AUM $50.9M
1-Year Est. Return 33.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.7M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.14M
3
+$5.06M

Top Sells

1
+$5.37M

Sector Composition

1 Technology 13.22%
2 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.7M 35.99%
44,270
2
$15M 34.4%
+158,000
3
$7.16M 16.38%
+244,300
4
$5.78M 13.22%
+20,700
5
– –
-140,000