1SB

1ST Source Bank Portfolio holdings

AUM $1.81B
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$4.37M
2 +$3.64M
3 +$2.03M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.69M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$884K

Top Sells

1 +$3.9M
2 +$3.5M
3 +$3.28M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.29M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.82M

Sector Composition

1 Financials 23.93%
2 Technology 8.18%
3 Healthcare 6.23%
4 Consumer Discretionary 4.18%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,517
252
-1,800
253
-1,067
254
-983
255
-4,491
256
-10,938
257
-86,000