FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,394
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$8.61M
3
+$8.26M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$6.87M
5
CVX icon
Chevron
CVX
+$6.68M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.9%
2 Energy 11.26%
3 Industrials 10.63%
4 Financials 9.75%
5 Technology 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$6K ﹤0.01%
+89
1077
$6K ﹤0.01%
+205
1078
$6K ﹤0.01%
+104
1079
$6K ﹤0.01%
+670
1080
$6K ﹤0.01%
+500
1081
$6K ﹤0.01%
+407
1082
$6K ﹤0.01%
+401
1083
$6K ﹤0.01%
+120
1084
$6K ﹤0.01%
+141
1085
$6K ﹤0.01%
+173
1086
$5K ﹤0.01%
+500
1087
$5K ﹤0.01%
+206
1088
$5K ﹤0.01%
+238
1089
$5K ﹤0.01%
+500
1090
$5K ﹤0.01%
+380
1091
$5K ﹤0.01%
+300
1092
$5K ﹤0.01%
+138
1093
$5K ﹤0.01%
+150
1094
$5K ﹤0.01%
+445
1095
$5K ﹤0.01%
+123
1096
$5K ﹤0.01%
+170
1097
$5K ﹤0.01%
+70
1098
$5K ﹤0.01%
+163
1099
$5K ﹤0.01%
+166
1100
$5K ﹤0.01%
+1,240
42 43
44
45 46