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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
$146M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$708K
3
+$669K
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$460K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$452K

Top Sells

1
+$1.96M
2
+$1.01M
3
+$730K
4
BF.A icon
Brown-Forman Class A
BF.A
+$507K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$395K

Sector Composition

1 Financials 6.99%
2 Technology 6.71%
3 Healthcare 6.37%
4 Consumer Discretionary 5.16%
5 Consumer Staples 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
45
-59
427
$1K ﹤0.01%
+50
428
– –
-40
429
– –
-8,595
430
– –
-41,195
431
– –
-10,692
432
– –
-561
433
– –
-4,938
434
– –
-97
435
– –
-750
436
$0 ﹤0.01%
+4
437
$0 ﹤0.01%
+26
438
– –
-20,987
439
– –
-4,192
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18