FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$851M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$3.4M
3
+$2.68M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.66M
5
PANW icon
Palo Alto Networks
PANW
+$2.21M

Top Sells

1
+$2.62M
2
+$2.57M
3
+$2.14M
4
BA icon
Boeing
BA
+$2.07M
5
CERN
Cerner Corp
CERN
+$1.75M

Sector Composition

1 Healthcare 10.78%
2 Financials 10.77%
3 Industrials 10.75%
4 Technology 10.49%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$24K ﹤0.01%
1,710
752
$24K ﹤0.01%
300
753
$24K ﹤0.01%
250
754
$24K ﹤0.01%
509
755
$23K ﹤0.01%
593
756
$23K ﹤0.01%
3,825
-1,700
757
$23K ﹤0.01%
743
758
$23K ﹤0.01%
180
759
$23K ﹤0.01%
1,649
760
$23K ﹤0.01%
3,473
761
$23K ﹤0.01%
1,614
+614
762
$23K ﹤0.01%
2,000
763
$23K ﹤0.01%
500
-100
764
$23K ﹤0.01%
515
+5
765
$23K ﹤0.01%
400
766
$23K ﹤0.01%
1,500
767
$22K ﹤0.01%
1,034
-60
768
$21K ﹤0.01%
230
-216
769
$21K ﹤0.01%
1,025
770
$21K ﹤0.01%
4,521
-1,513
771
$21K ﹤0.01%
677
-82
772
$21K ﹤0.01%
500
773
$21K ﹤0.01%
350
774
$21K ﹤0.01%
530
-313
775
$21K ﹤0.01%
+300
29 30
31
32 33