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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 $181,767,586
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 92,630 $16,050,000 8.83%
2.
Ishares Trust
 VLUE 82,802 $7,401,671 4.07%
3.
Ishares Trust
 IEF 56,145 $6,792,984 3.74%
4.
Ishares Trust
 IEF 72,865 $6,629,258 3.65%
5.
Ishares Trust
 IEF 50,205 $6,204,334 3.41%
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)