ITB
Idaho Trust Bank Portfolio holdings
AUM
$280M
This Quarter Return
+3.15%
1 Year Return
+10.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
–
Cap. Flow
+$159M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.54%
Holding
74
New
74
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$10.7M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$10.2M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$8.94M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$7.73M |
| 5 |
Vanguard Value ETF
VTV
|
$6.66M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.58% |
| 2 | Healthcare | 0.35% |
| 3 | Energy | 0.24% |
| 4 | Financials | 0.22% |
| 5 | Consumer Staples | 0.21% |
