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
326
$250K 0.04%
927
-97
327
$250K 0.04%
4,484
328
$247K 0.04%
+3,752
329
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330
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$243K 0.04%
4,316
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332
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336
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337
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338
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339
$234K 0.03%
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340
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341
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344
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346
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347
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348
$223K 0.03%
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349
$223K 0.03%
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350
$222K 0.03%
463
12 13
14
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