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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 $452,946,091
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 50,877 $28,459,926 6.28%
2.
Spdr Gold Trust
 GLD 79,709 $22,967,351 5.07%
3.
Schwab Strategic Trust
 FNDF 986,961 $21,249,270 4.69%
4.
Proshares Tr - SHORT S&P 500 NE
 413,339 $18,418,386 4.07%
5.
Schwab Strategic Trust
 FNDF 595,077 $16,638,343 3.67%
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)