I

IberiaBank Portfolio holdings

AUM $849M
1-Year Est. Return 10.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$3.49M
2 +$1.83M
3 +$1.82M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.73M
5
DUK icon
Duke Energy
DUK
+$1.56M

Sector Composition

1 Technology 14.57%
2 Financials 14.24%
3 Healthcare 13.67%
4 Consumer Staples 12.93%
5 Industrials 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-19,153
152
-4,433