IDBONY

Israel Discount Bank of New York Portfolio holdings

AUM $36.8M
1-Year Est. Return 8.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.2M
AUM Growth
+$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$2.58M
3
+$1.09M
4
CRM icon
Salesforce
CRM
+$226K
5
AMT icon
American Tower
AMT
+$214K

Top Sells

1
+$2.13M
2
+$1.99M
3
+$1.26M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$969K
5
MBB icon
iShares MBS ETF
MBB
+$650K

Sector Composition

1 Technology 4.67%
2 Consumer Staples 4.48%
3 Energy 2.96%
4 Financials 2.72%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-8,918
52
– –
-40,936
1 2
3