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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 $237,933,560
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 88,349 $23,403,650 9.84%
2.
Ishares Trust
 IEF 72,411 $7,936,970 3.34%
3.
Ishares Trust
 HYG 71,838 $7,463,250 3.14%
4.
Apple Inc.
 AAPL 21,775 $7,251,511 3.05%
5.
Jp Morgan Exchange Traded Fd Ultra Shrt Inc
 139,734 $7,038,402 2.96%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.