FCFC

First Citizens Financial Corp Portfolio holdings

AUM $202M
1-Year Est. Return 14.75%
This Quarter Est. Return
1 Year Est. Return
+14.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$3.37M
2 +$255K
3 +$230K
4
UNP icon
Union Pacific
UNP
+$221K
5
STLD icon
Steel Dynamics
STLD
+$216K

Top Sells

1 +$1.21M
2 +$1.06M
3 +$833K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$692K
5
IYW icon
iShares US Technology ETF
IYW
+$367K

Sector Composition

1 Technology 5.86%
2 Healthcare 5.19%
3 Financials 4.29%
4 Consumer Staples 3.7%
5 Consumer Discretionary 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$86K 0.09%
35,100
102
-6,328
103
-7,934
104
-3,996