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Home > Institutional Investor > City National Bank Of Florida D > Profile

Instuitional Investor - City National Bank Of Florida D

Fund Profile
Filing Period:
Fund Name: City National Bank Of Florida D
Portfolio Value $111,135,657
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 50,353 $28,293,354 25.46%
2.
Ishare Russel 2500 Etf
 141,874 $8,872,808 7.98%
3.
Ishares Trust
 IEF 12,342 $4,456,573 4.01%
4.
Spdr Portfolio Devlpd World Ex
 95,730 $3,485,531 3.14%
5.
Ishares Core Total Bd
 66,955 $3,085,288 2.78%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)