ISB

Iowa State Bank Portfolio holdings

AUM $525M
1-Year Est. Return 18.93%
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$2.3M
2 +$2.21M
3 +$1.81M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$367K
5
BDX icon
Becton Dickinson
BDX
+$206K

Top Sells

1 +$2.55M
2 +$631K
3 +$457K
4
MSFT icon
Microsoft
MSFT
+$327K
5
CRM icon
Salesforce
CRM
+$202K

Sector Composition

1 Technology 17.18%
2 Healthcare 14.03%
3 Financials 13.98%
4 Industrials 10.32%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$21K 0.01%
11,430
102
-23,157