IDBONY
Israel Discount Bank of New York Portfolio holdings
AUM
$26.3M
1-Year Return
8.5%
This Quarter Return
+2.88%
1 Year Return
+8.5%
3 Year Return
+37.58%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
-$14.4M
(-9.9%)
Cap. Flow
-$17.8M
Cap. Flow
% of AUM
-13.53%
Top 10 Holdings %
Top 10 Hldgs %
56.08%
Holding
429
New
–
Increased
57
Reduced
18
Closed
349
Top Buys
| 1 |
Amazon
AMZN
|
+$672K |
| 2 |
Johnson & Johnson
JNJ
|
+$499K |
| 3 |
eBay
EBAY
|
+$478K |
| 4 |
iShares S&P GSCI Commodity-Indexed Trust
GSG
|
+$419K |
| 5 |
Abbott
ABT
|
+$190K |
Top Sells
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
+$1.88M |
| 2 |
Wells Fargo
WFC
|
+$951K |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$711K |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$653K |
| 5 |
Charles Schwab
SCHW
|
+$627K |
Sector Composition
| 1 | Technology | 6.36% |
| 2 | Healthcare | 6.1% |
| 3 | Consumer Discretionary | 5.87% |
| 4 | Financials | 5.27% |
| 5 | Consumer Staples | 4.5% |