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
351
$220K 0.03%
1,190
+147
352
$220K 0.03%
9,400
-1,217
353
$220K 0.03%
3,960
-3,276
354
$219K 0.03%
+5,493
355
$218K 0.03%
1,990
-11
356
$218K 0.03%
+1,995
357
$218K 0.03%
1,409
-57
358
$218K 0.03%
6,754
+311
359
$217K 0.03%
1,917
+223
360
$216K 0.03%
3,000
-2,615
361
$216K 0.03%
+2,462
362
$213K 0.03%
11,309
+3
363
$213K 0.03%
+15,821
364
$212K 0.03%
+2,575
365
$211K 0.03%
2,132
-27
366
$211K 0.03%
2,096
-67
367
$208K 0.03%
+1,704
368
$207K 0.03%
1,491
369
$207K 0.03%
1,274
-107
370
$207K 0.03%
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371
$207K 0.03%
+3,932
372
$206K 0.03%
+8,498
373
$205K 0.03%
18,274
+2,731
374
$205K 0.03%
+1,805
375
$205K 0.03%
520
-178
13 14
15
16 17