IB

Intrust Bank Portfolio holdings

AUM $1.21B
1-Year Est. Return 24.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$5.33M
3
+$988K
4
UPBD icon
Upbound Group
UPBD
+$744K
5
AMZN icon
Amazon
AMZN
+$713K

Top Sells

1
+$5.7M
2
+$857K
3
+$766K
4
ELV icon
Elevance Health
ELV
+$640K
5
TRN icon
Trinity Industries
TRN
+$639K

Sector Composition

1 Financials 14.67%
2 Industrials 13.59%
3 Technology 11.44%
4 Energy 11.33%
5 Healthcare 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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