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Home > Institutional Investor > First Bank & Trust > Profile

Instuitional Investor - First Bank & Trust

Fund Profile
Filing Period:
Fund Name: First Bank & Trust
Portfolio Value $414,240,043
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Van Ttl Stk Mkt
 221,380 $52,515,764 12.67%
2.
Vanguard Ftse Dev
 809,348 $38,767,782 9.35%
3.
Ishares Trust
 IEF 228,156 $22,644,461 5.46%
4.
Vanguard Intl Equity Index Funds
 VWO 433,719 $17,825,831 4.3%
5.
Vanguard Index Fd Et
 30,250 $13,213,184 3.18%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)