StockDriftsStockDriftsTop 50 First National Bank Of South Miami Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES MSCI EAFE (MKT) | 8.19% | 140.5K | $10.2M | -4.06%(-5.95K) | — | 2023-06-30 | |
| MSFT | MICROSOFT CORP | 4.4% | 16.0K | $5.5M | -2.98%(-492) | — | 2023-06-30 | |
| IVV | ISHARES CORE S&P 500 (MKT) | 3.72% | 10.4K | $4.6M | -0.84%(-88) | — | 2023-06-30 | |
| LQD | ISHARES IBOXX $ INVST GRADE CRP | 3.51% | 40.4K | $4.4M | -1.65%(-677) | — | 2023-06-30 | |
| VXF | VANGUARD EXTENDED MARKET INDEX | 3.44% | 28.8K | $4.3M | -1.05%(-304) | — | 2023-06-30 | |
| IJH | ISHARES CORE S&P MID-CAP (MKT) | 3.34% | 15.9K | $4.1M | -2.62%(-426) | — | 2023-06-30 | |
| IGSB | ISHARES SHORT-TERM | 2.73% | 67.6K | $3.4M | -1.51%(-1.03K) | — | 2023-06-30 | |
| VWO | VANGUARD EMERGING MARKETS STOCK | 2.49% | 76.1K | $3.1M | -9.36%(-7.85K) | — | 2023-06-30 | |
| IJR | ISHARES CORE S&P SMALL-CAP (MKT) | 2.22% | 27.7K | $2.8M | -2.09%(-590) | — | 2023-06-30 | |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 2.09% | 24.3K | $2.6M | +0.00%(+0) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
First National Bank Of South Miami reports $124.31K in US-listed equity holdings across 322 positions in its most recent 13F filing. Its largest disclosed positions are EFA (8.2%), MSFT (4.4%) and IVV (3.7%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First National Bank Of South Miami’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1739878). View First National Bank Of South Miami’s 13F filings on SEC