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Home > Institutional Investor > Fidelity D & D Bancorp Inc > Profile

Instuitional Investor - Fidelity D & D Bancorp Inc

Fund Profile
Filing Period:
Fund Name: Fidelity D & D Bancorp Inc
Portfolio Value $128,609,718
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vaneck Etf Trust
 908,874 $19,249,952 14.96%
2.
Spdr Portfolio Developed World Ex-Us Etf
 269,846 $9,177,462 7.13%
3.
Ishares Trust
 IEF 41,443 $6,848,456 5.32%
4.
International Business Machines Corp
 IBM 40,093 $6,557,211 5.09%
5.
Fidelity D & D Bancorp Inc
 FDBC 104,466 $6,062,162 4.71%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)