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
$781M
AUM Growth
+$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$1.94M
3
+$1.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.44M
5
TSLA icon
Tesla
TSLA
+$961K

Top Sells

1
+$3.36M
2
+$2.7M
3
+$1.72M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$817K
5
FRC
First Republic Bank
FRC
+$530K

Sector Composition

1 Technology 14%
2 Healthcare 10.48%
3 Financials 7.38%
4 Industrials 6.57%
5 Consumer Staples 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$237K 0.03%
+1,621
352
$236K 0.03%
+5,773
353
$231K 0.03%
3,190
-280
354
$230K 0.03%
6,466
+363
355
$229K 0.03%
+6,700
356
$229K 0.03%
3,168
-143
357
$227K 0.03%
12,098
358
$225K 0.03%
+5,786
359
$225K 0.03%
6,502
-365
360
$225K 0.03%
+5,918
361
$224K 0.03%
+704
362
$224K 0.03%
10,577
-143
363
$223K 0.03%
5,460
364
$223K 0.03%
2,015
-117
365
$221K 0.03%
1,566
+36
366
$219K 0.03%
475
-23
367
$218K 0.03%
+5,509
368
$217K 0.03%
1,542
-325
369
$217K 0.03%
+3,836
370
$214K 0.03%
7,997
-1,069
371
$214K 0.03%
+639
372
$213K 0.03%
+7,678
373
$213K 0.03%
+1,287
374
$211K 0.03%
3,744
375
$208K 0.03%
4,450
-122
13 14
15
16 17