First Citizens Asset Management, Inc.
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$282.1M
Holdings
29
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IWY
iShares Russell Top 200 Growth ETF
Q2 2025: Sold 7.5% (297.6k → 275.2k shares)
26.7%
02
$IWX
iShares Russell Top 200 Value ETF
Q2 2025: Sold 4.3% (486.7k → 465.8k shares)
16.9%
03
$VCRB
Vanguard Core Bond ETF
Held since at least Q1 2024
12.5%
04
$AGG
iShares Core US Aggregate Bond ETF
Q2 2025: Sold 10.9% (657.2k → 585.7k shares)
10.9%
05
$IWS
iShares Russell Mid-Cap Value ETF
Q2 2025: Increased +7.0% (130.9k → 140.2k shares)
8.5%
06
$IEFA
iShares Core MSCI EAFE ETF
Q2 2025: Sold 2.4% (243.4k → 237.5k shares)
7.5%
07
$IWP
iShares Russell Mid-Cap Growth ETF
Q2 2025: Sold 12.4% (89.1k → 78.1k shares)
4.1%
08
$IEMG
iShares Core MSCI Emerging Markets ETF
Q2 2025: Increased +13.4% (107.1k → 121.4k shares)
2.6%
09
$VTWO
Vanguard Russell 2000 ETF
Q2 2025: Increased +18.3% (58.7k → 69.5k shares)
2.4%
10
$VWOB
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
Q2 2025: Exited (was 3.6k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:09 UTC.