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Home > Institutional Investor > First National Bank Of South Miami > Profile

Instuitional Investor - First National Bank Of South Miami

Fund Profile
Filing Period:
Fund Name: First National Bank Of South Miami
Portfolio Value $124,310
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 140,511 $10,187,078 8.19%
2.
Microsoft Corp
 MSFT 16,044 $5,463,624 4.39%
3.
Ishares Trust
 IEF 10,382 $4,627,361 3.72%
4.
Ishares Trust
 IEF 40,385 $4,367,233 3.51%
5.
Vanguard Extended Market Index
 28,767 $4,281,391 3.44%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)