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
$224M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.26M
2 +$253K
3 +$225K
4
SBUX icon
Starbucks
SBUX
+$126K
5
SLB icon
SLB Limited
SLB
+$123K

Top Sells

1 +$2.5M
2 +$326K
3 +$265K
4
LNT icon
Alliant Energy
LNT
+$257K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$219K

Sector Composition

1 Technology 18.24%
2 Healthcare 14.75%
3 Financials 13.53%
4 Industrials 10.37%
5 Consumer Staples 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,576
102
-20,477
103
-6,084