FIRST CITIZENS FINANCIAL CORP

MASON CITY, IA How do I update this listing?

First Citizens Financial Corp is based out of Mason City. Their last reported 13F filing for Q2 2020 included $95,851,000 in managed 13F securities and a top 10 holdings concentration of 50.57%. First Citizens Financial Corp's largest holding is iShares MSCI EAFE Index Fund with shares held of 146,781. Whalewisdom has at least 3 13F filings

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06/30/2020

13F Activity

  • Market Value $95.851 Million
  • Prior Market Value $76.115 Million
  • New Purchases16 stocks
  • Additional Purchases39 stocks
  • Sold out of0 stocks
  • Reduced holdings in30 stocks
  • Top 10 Holdings % 50.57 %
  • Turnover % [1]:16.84%
  • Turnover Alt % [2]: 7.61 %
  • Time Held Top20:1.85 quarters
  • Time Held Top10:1.80 quarters
  • Time Held All:1.77 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 26.69%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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