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Home > Institutional Investor > Citizens Business Bank > Profile

Instuitional Investor - Citizens Business Bank

Fund Profile
Filing Period:
Fund Name: Citizens Business Bank
Portfolio Value $453,731,707
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 644,392 $50,088,596 11.03%
2.
Vanguard Tax-Managed Fds
 854,095 $40,911,173 9.01%
3.
Cvb Financial Corp
 CVBF 849,805 $25,593,022 5.64%
4.
First Tr Exch Traded Fd Iii
 972,828 $17,345,520 3.82%
5.
Apple Inc.
 AAPL 76,024 $14,636,907 3.22%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)