FCFC
First Citizens Financial Corp Portfolio holdings
AUM
$182M
This Quarter Return
-22.34%
1 Year Return
+13.88%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$76.1M
AUM Growth
+$76.1M
(-25%)
Cap. Flow
-$2.11M
Cap. Flow
% of AUM
-2.77%
Top 10 Holdings %
Top 10 Hldgs %
53.22%
Holding
95
New
2
Increased
38
Reduced
25
Closed
16
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$258K |
| 2 |
Alliant Energy
LNT
|
$253K |
| 3 |
iShares US Technology ETF
IYW
|
$243K |
| 4 |
iShares US Real Estate ETF
IYR
|
$160K |
| 5 |
iShares US Consumer Staples ETF
IYK
|
$146K |
Top Sells
| 1 |
Boeing
BA
|
$408K |
| 2 |
PNC Financial Services
PNC
|
$350K |
| 3 |
Aflac
AFL
|
$288K |
| 4 |
Honeywell
HON
|
$260K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$253K |
Sector Composition
| 1 | Healthcare | 5.12% |
| 2 | Technology | 4.3% |
| 3 | Financials | 4.24% |
| 4 | Consumer Staples | 2.99% |
| 5 | Consumer Discretionary | 2.61% |
