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IDBONY

Israel Discount Bank of New York Portfolio holdings

AUM $45.6M
1-Year Est. Return 10.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.83M
3
+$476K
4
AMZN icon
Amazon
AMZN
+$466K
5
BA icon
Boeing
BA
+$427K

Top Sells

1
+$5.63M
2
+$2.52M
3
+$908K
4
ESRX
Express Scripts Holding Company
ESRX
+$845K
5
RHT
Red Hat Inc
RHT
+$542K

Sector Composition

1 Financials 6.88%
2 Healthcare 6.41%
3 Technology 5.93%
4 Consumer Staples 5.78%
5 Consumer Discretionary 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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427
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-75
428
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429
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430
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431
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432
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435
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436
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-3,500
437
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438
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439
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441
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-6,500
442
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443
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-1,518
444
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445
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446
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447
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448
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-2,200
449
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-2,855
450
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-2
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