John J Gonner
@First Community Trust Na
Latest period2024 - Q4ReportedManaged Assets$139.981MTotal holdings319
Assets growth rate14.39%Assets growth rate (2-Q avg)9.52%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in First Community Trust Na's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 319 positions.
Assets under management
The assets under management (AUM) of First Community Trust Na over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 139.981M in assets, with a quarterly growth rate of 14.39% and a 2-quarter average growth rate of 9.52%. The portfolio is managed by John J Gonner, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VMBSVanguard Scottsdale Mtg Backed Funds Etf
| 0.01% | $6,620 146 shares@ $45.35 avg price | New Position |
FTCFirst Trust Exchange-traded Fund Iii Large Capital Growth Alphadex
| 0.01% | $6,360 46 shares@ $138.27 avg price | New Position |
LRGELegg Mason Etf Investment Trust Clearbridge Large Cap Growth Esg
| 0.01% | $5,645 75 shares@ $75.27 avg price | New Position |
EPIWisdomtree Trust India Earnings Fund
| 0.01% | $3,531 78 shares@ $45.27 avg price | New Position |
FVFirst Trust Dorsey Wright Focus 5 Etf
| 0.01% | $2,894 49 shares@ $59.07 avg price | New Position |
USSGXtrackers Msci Usa Esg Leaders Equity
| 0.01% | $2,861 53 shares@ $53.99 avg price | New Position |
VEAVanguard Ftse Developed Markets Etf
| 0.01% | $669 14 shares@ $47.79 avg price | New Position |