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
$1.5B
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1 +$5.79M
2 +$5.61M
3 +$3.75M
4
PATK icon
Patrick Industries
PATK
+$2.91M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.91M

Sector Composition

1 Financials 25.14%
2 Technology 7.57%
3 Healthcare 6.06%
4 Consumer Discretionary 3.97%
5 Industrials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$756K 0.05%
23,034
152
$752K 0.05%
17,378
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153
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156
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157
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19,162
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173
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175
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2,325
-115