IB

Intrust Bank Portfolio holdings

AUM $1.13B
1-Year Est. Return 18.38%
This Quarter Est. Return
1 Year Est. Return
+18.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$692M
AUM Growth
-$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$9.01M
3
+$4.79M
4
VV icon
Vanguard Large-Cap ETF
VV
+$3.63M
5
JMOM icon
JPMorgan US Momentum Factor ETF
JMOM
+$1.77M

Top Sells

1
+$4.42M
2
+$4.23M
3
+$2M
4
AAPL icon
Apple
AAPL
+$1.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.14M

Sector Composition

1 Technology 12.77%
2 Healthcare 10.62%
3 Financials 7.73%
4 Industrials 6.17%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$299K 0.04%
9,663
+1,964
302
$296K 0.04%
5,592
-696
303
$295K 0.04%
1,850
-689
304
$295K 0.04%
+1,544
305
$292K 0.04%
7,450
-50
306
$291K 0.04%
7,559
-205
307
$288K 0.04%
2,400
-504
308
$288K 0.04%
4,718
-132
309
$287K 0.04%
+3,462
310
$282K 0.04%
5,812
-2,208
311
$282K 0.04%
+9,463
312
$281K 0.04%
4,966
-1,009
313
$281K 0.04%
1,967
+44
314
$280K 0.04%
2,444
+9
315
$280K 0.04%
1,419
-405
316
$276K 0.04%
1,604
+547
317
$271K 0.04%
+8,828
318
$270K 0.04%
8,690
+867
319
$266K 0.04%
2,078
-56
320
$266K 0.04%
+7,054
321
$263K 0.04%
9,521
-350
322
$263K 0.04%
+13,526
323
$260K 0.04%
+20,957
324
$259K 0.04%
4,681
-58
325
$253K 0.04%
674
-430
11 12
13
14 15