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Home > Institutional Investor > First National Trust Co > Profile

Instuitional Investor - First National Trust Co

Fund Profile
Filing Period:
Fund Name: First National Trust Co
Portfolio Value $2,277,596,237
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 620,581 $119,480,459 5.24%
2.
Spdr Series Trust
 2,299,997 $107,248,859 4.7%
3.
Spdr Series Trust
 1,520,253 $98,907,659 4.34%
4.
Microsoft Corp
 MSFT 236,761 $89,031,605 3.9%
5.
Ishares Trust
 IEF 663,268 $71,798,760 3.15%
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)