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
$235M
AUM Growth
+$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$3.44M
2 +$1.78M
3 +$1.76M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.6M
5
DUK icon
Duke Energy
DUK
+$1.51M

Top Sells

1 +$2.28M
2 +$2.02M
3 +$1.65M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$846K

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
-9,824
152
-6,461