ISB
Iowa State Bank Portfolio holdings
AUM
$533M
1-Year Est. Return
21.85%
This Fund
S&P 500
1 Year Est. Return
+21.85%
AUM
$525M
AUM Growth
+$23.3M
(+4.6%)
Holding
127
Top Buys
| 1 | +$3.85M | |
| 2 | +$2.49M | |
| 3 | +$2.31M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.99M |
| 5 |
Bath & Body Works
BBWI
|
+$1.43M |
Top Sells
| 1 | +$2.15M | |
| 2 | +$2.12M | |
| 3 | +$2.05M | |
| 4 |
ConocoPhillips
COP
|
+$1.99M |
| 5 |
United Parcel Service
UPS
|
+$1.48M |
Sector Composition
| 1 | Technology | 19.82% |
| 2 | Financials | 15.81% |
| 3 | Healthcare | 9.16% |
| 4 | Industrials | 7.81% |
| 5 | Communication Services | 6.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Invesco Preferred ETF
PGX
$3.98B
| – | – |
-65,062
|
|