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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
$404M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.97M
3
+$1.44M
4
MCHP icon
Microchip Technology
MCHP
+$1.27M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.23M

Top Sells

1
+$1.19M
2
+$514K
3
+$473K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$471K
5
SO icon
Southern Company
SO
+$451K

Sector Composition

1 Healthcare 11.93%
2 Energy 11.18%
3 Industrials 10.77%
4 Financials 10.3%
5 Technology 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$1K ﹤0.01%
14
-531
1302
$1K ﹤0.01%
40
1303
$1K ﹤0.01%
9
1304
$1K ﹤0.01%
+73
1305
$1K ﹤0.01%
21
1306
$1K ﹤0.01%
+18
1307
$1K ﹤0.01%
22
1308
$1K ﹤0.01%
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1309
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+35
1310
$1K ﹤0.01%
+32
1311
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200
1312
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+12
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+37
1314
$1K ﹤0.01%
+51
1315
$1K ﹤0.01%
+47
1316
$1K ﹤0.01%
+23
1317
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+82
1318
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36
1319
$1K ﹤0.01%
+25
1320
$1K ﹤0.01%
+53
1321
$1K ﹤0.01%
+5
1322
$1K ﹤0.01%
66
1323
$1K ﹤0.01%
40
-40
1324
$1K ﹤0.01%
80
+9
1325
$1K ﹤0.01%
15
51 52
53
54 55