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
$116M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$577K
3 +$450K
4
ORCL icon
Oracle
ORCL
+$278K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$249K

Sector Composition

1 Healthcare 7.33%
2 Financials 5.33%
3 Technology 4.31%
4 Consumer Staples 2.72%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,553
102
-2,857