FIBOI

First International Bank of Israel Portfolio holdings

AUM $209M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$10.2M
3
+$10.1M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$10M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$9.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.97%
2 Communication Services 4.42%
3 Consumer Discretionary 3.5%
4 Financials 2.07%
5 Consumer Staples 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$256K 0.15%
+1,898
52
$226K 0.13%
+932
53
$218K 0.13%
+622
54
$216K 0.13%
+1,977
55
$211K 0.12%
+3,712
56
$205K 0.12%
+916
1 2
3