We are live on ! Find out more
IB

Iyo Bank Portfolio holdings

AUM $281M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$5.69M
3
+$3.94M
4
MU icon
Micron Technology
MU
+$3.81M
5
NEE icon
NextEra Energy
NEE
+$3.39M

Top Sells

1
+$12.1M
2
+$10.6M
3
+$10.1M
4
ACN icon
Accenture
ACN
+$8.63M
5
UNH icon
UnitedHealth
UNH
+$7.58M

Sector Composition

1 Technology 38.66%
2 Communication Services 19.48%
3 Consumer Staples 9.28%
4 Healthcare 5.61%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KLAC icon
26
KLA
KLAC
$312B
$3.97M 1.41%
+2,695
ECL icon
27
Ecolab
ECL
$75.7B
$3.71M 1.32%
13,950
MU icon
28
Micron Technology
MU
$1.18T
$3.28M 1.17%
+9,717
FTNT icon
29
Fortinet
FTNT
$106B
$2.57M 0.92%
31,501
+6,451
XLE icon
30
State Street Energy Select Sector SPDR ETF
XLE
$37.1B
$2.08M 0.74%
+33,949
XLI icon
31
State Street Industrial Select Sector SPDR ETF
XLI
$31.4B
$2.05M 0.73%
+12,656
ISRG icon
32
Intuitive Surgical
ISRG
$142B
$1.71M 0.61%
3,720
ARM icon
33
Arm
ARM
$447B
$1.31M 0.47%
8,688
+2,174
PTC icon
34
PTC
PTC
$13.5B
$1.06M 0.38%
7,435
TSLA icon
35
Tesla
TSLA
$1.49T
$426K 0.15%
1,147
ACN icon
36
Accenture
ACN
$95.8B
– –
-32,181
ADBE icon
37
Adobe
ADBE
$78B
– –
-34,475
APTV icon
38
Aptiv
APTV
$13.3B
– –
-63,730
CRM icon
39
Salesforce
CRM
$127B
– –
-38,157
INTU icon
40
Intuit
INTU
$73.6B
– –
-16,042
UNH icon
41
UnitedHealth
UNH
$363B
– –
-22,951
XLV icon
42
State Street Health Care Select Sector SPDR ETF
XLV
$38.5B
– –
-6,497
1
2