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
1051
$5K ﹤0.01%
299
1052
$4K ﹤0.01%
250
1053
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330
1054
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10
1055
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1056
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1057
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1058
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1059
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90
-652
1060
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108
-1,013
1061
$4K ﹤0.01%
+78
1062
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101
1063
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228
1064
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350
1065
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82
-4
1066
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64
1067
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100
1068
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1069
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1070
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181
-18
1071
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1072
$4K ﹤0.01%
+95
1073
$4K ﹤0.01%
41
1074
$4K ﹤0.01%
1,045
+152
1075
$4K ﹤0.01%
150
41 42
43
44 45