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
251
$239K 0.03%
+2,905
252
$239K 0.03%
+1,470
253
$237K 0.03%
+4,745
254
$236K 0.03%
+8,049
255
$235K 0.03%
+2,231
256
$235K 0.03%
4,336
+368
257
$234K 0.03%
+9,746
258
$233K 0.03%
2,189
+228
259
$233K 0.03%
+1,022
260
$231K 0.03%
+2,115
261
$231K 0.03%
2,011
-1,922
262
$230K 0.03%
+3,738
263
$228K 0.03%
+5,318
264
$228K 0.03%
+4,324
265
$226K 0.03%
3,328
266
$224K 0.03%
+4,040
267
$220K 0.03%
+6,740
268
$219K 0.03%
1,564
269
$218K 0.03%
+34,529
270
$217K 0.03%
+4,622
271
$216K 0.03%
+1,947
272
$214K 0.03%
+1,059
273
$211K 0.03%
+4,153
274
$210K 0.03%
+3,386
275
$206K 0.03%
+9,125
8 9 10
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