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Home > Institutional Investor > City National Bank Of Florida D > Profile

Instuitional Investor - City National Bank Of Florida D

Fund Profile
Filing Period:
Fund Name: City National Bank Of Florida D
Portfolio Value $109,671,941
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 47,081 $27,715,643 25.27%
2.
Ishare Russel 2500 Etf
 122,036 $8,298,448 7.56%
3.
Ishares Core Total Bd
 156,147 $7,057,846 6.43%
4.
Ishares Trust
 IEF 11,904 $4,780,408 4.35%
5.
Spdr Portfolio Devlpd World Ex
 65,210 $2,225,616 2.02%
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)