FNC
First National Corp Portfolio holdings
AUM
$496M
1-Year Return
12.45%
This Quarter Return
+11.82%
1 Year Return
+12.45%
3 Year Return
+39.18%
5 Year Return
+71.55%
10 Year Return
–
AUM
$240M
AUM Growth
+$23.3M
(+11%)
Cap. Flow
+$2.41M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
40.54%
Holding
540
New
128
Increased
95
Reduced
79
Closed
54
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$3.12M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$2.65M |
| 3 |
iShares Semiconductor ETF
SOXX
|
$2.06M |
| 4 |
Invesco DB Oil Fund
DBO
|
$2.01M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$1.21M |
Top Sells
Sector Composition
| 1 | Utilities | 6.74% |
| 2 | Consumer Discretionary | 4.09% |
| 3 | Healthcare | 3.84% |
| 4 | Technology | 3.24% |
| 5 | Financials | 2.84% |
