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Home > Institutional Investor > First Citizens Financial Corp > Profile

Instuitional Investor - First Citizens Financial Corp

Fund Profile
Filing Period:
Fund Name: First Citizens Financial Corp
Portfolio Value $176,772,199
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 103,471 $14,531,467 8.22%
2.
Ishares Trust
 VLUE 88,782 $7,256,153 4.1%
3.
Ishares Trust
 IEF 63,715 $7,190,238 4.07%
4.
Ishares Trust
 IEF 108,804 $6,625,076 3.75%
5.
Ishares Trust
 IEF 68,829 $5,732,079 3.24%
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)