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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 $441,706,186
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 49,504 $29,013,245 6.56%
2.
Schwab Strategic Trust
 FNDF 1,022,269 $23,205,497 5.25%
3.
Spdr Gold Trust
 GLD 90,664 $21,952,474 4.96%
4.
Proshares Tr
 493,255 $20,904,147 4.73%
5.
Apple Inc.
 AAPL 67,234 $16,836,692 3.81%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)