IDBONY

Israel Discount Bank of New York Portfolio holdings

AUM $26.3M
1-Year Est. Return 8.5%
This Quarter Est. Return
1 Year Est. Return
+8.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.63M
3
+$1.08M
4
TSLA icon
Tesla
TSLA
+$962K
5
AAPL icon
Apple
AAPL
+$614K

Top Sells

1
+$887K
2
+$476K
3
+$382K
4
BIIB icon
Biogen
BIIB
+$260K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$167K

Sector Composition

1 Technology 9.71%
2 Financials 5.15%
3 Consumer Discretionary 5.07%
4 Consumer Staples 4.42%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$399K 0.25%
4,484
-415
77
$397K 0.25%
1,971
-48
78
$388K 0.24%
5,841
-9
79
$342K 0.21%
14,970
-1,575
80
$319K 0.2%
2,717
-296
81
$313K 0.19%
10,474
-375
82
$280K 0.17%
4,228
83
$261K 0.16%
1,525
84
$244K 0.15%
14,273
-51,898
85
$242K 0.15%
1,875
86
$219K 0.14%
+1,986
87
$211K 0.13%
1,800
-100
88
– –
-918
1 2 3
4