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
$62.8M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M

Top Sells

1
+$2.14M
2
+$1.96M
3
+$1.89M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.58M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.48M

Sector Composition

1 Technology 5.55%
2 Consumer Staples 4.36%
3 Energy 3.34%
4 Financials 2.6%
5 Communication Services 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-8,661
77
– –
-2,765
78
– –
-2,275
1 2 3
4