I

IberiaBank Portfolio holdings

AUM $849M
1-Year Est. Return 10.44%
This Quarter Est. Return
1 Year Est. Return
+10.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$800M
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$14.4M
3
+$12.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.64M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$9.41M

Top Sells

1
+$3.24M
2
+$2.75M
3
+$2.59M
4
LRCX icon
Lam Research
LRCX
+$2.31M
5
FAST icon
Fastenal
FAST
+$2.14M

Sector Composition

1 Technology 11.73%
2 Financials 8.7%
3 Healthcare 8.67%
4 Consumer Discretionary 7.22%
5 Industrials 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$295K 0.04%
+2,975
227
$294K 0.04%
+4,563
228
$292K 0.04%
6,179
+579
229
$289K 0.04%
+6,188
230
$288K 0.04%
+16,165
231
$287K 0.04%
+2,629
232
$286K 0.04%
+3,128
233
$284K 0.04%
1,964
+416
234
$281K 0.04%
+2,202
235
$281K 0.04%
+12,945
236
$278K 0.03%
+4,075
237
$276K 0.03%
+2,423
238
$268K 0.03%
+1,669
239
$264K 0.03%
+6,516
240
$258K 0.03%
+5,022
241
$257K 0.03%
1,422
242
$256K 0.03%
5,530
-9,345
243
$254K 0.03%
+14,763
244
$251K 0.03%
+12,384
245
$250K 0.03%
+1,358
246
$249K 0.03%
+2,189
247
$248K 0.03%
1,480
+18
248
$248K 0.03%
+674
249
$247K 0.03%
+5,314
250
$240K 0.03%
+5,001
8 9
10
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