Portfolio (Quarterly)
Guide ↗
First Bank & Trust
· CIK 0001692632| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CWAN | CLEARWATER ANALYTICS HLDGS INC | Technology | 9,227 | $223K | 0.04% | SOLD |
| 22 | PSN | Parsons Corporation | Industrials | 3,561 | $220K | 0.04% | SOLD |
| 23 | SF | Stifel Financial Cor | Financial Services | 1,732 | $217K | 0.04% | SOLD |
| 24 | MTH | Meritage Homes Inc | Consumer Cyclical | 3,144 | $207K | 0.03% | SOLD |
| 25 | BK | Bank New York | Financial Services | 1,733 | $201K | 0.03% | SOLD |
| 26 | AWF | Alliance World Fd | Financial Services | 12,287 | $131K | 0.02% | SOLD |
| 27 | STKL | SUNOPTA INC COM | Consumer Defensive | 20,668 | $79K | 0.01% | SOLD |
Sector Allocation
Technology
20.5%
Financial Services
16.5%
Healthcare
12.9%
Utilities
9.1%
Consumer Defensive
8.6%
Energy
8.3%
Communication Services
8.0%
Industrials
6.3%
Consumer Cyclical
4.3%
Basic Materials
2.8%