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Home > Institutional Investor > First National Corp V > Profile

Instuitional Investor - First National Corp V

Fund Profile
Filing Period:
Fund Name: First National Corp V
Portfolio Value $407,534,543
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 475,143 $26,451,219 6.49%
2.
Spdr S & P 500 Etf Trust
 SPY 49,406 $23,483,066 5.76%
3.
Wisdomtree Tr
 389,219 $19,554,370 4.79%
4.
Apple Inc.
 AAPL 78,257 $15,066,725 3.69%
5.
Schwab Strategic Trust
 FNDF 174,529 $13,286,897 3.26%
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)