IB

Iyo Bank Portfolio holdings

AUM $247M
1-Year Est. Return 14.43%
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$25.5M
3
+$3.82M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M
5
KEYS icon
Keysight
KEYS
+$1.76M

Top Sells

1
+$26.4M
2
+$8.63M
3
+$4.71M
4
PYPL icon
PayPal
PYPL
+$2.72M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$2.39M

Sector Composition

1 Technology 22.9%
2 Real Estate 11.8%
3 Communication Services 9.2%
4 Consumer Discretionary 6.44%
5 Consumer Staples 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 0.75%
21,144
27
$2.38M 0.7%
15,085
+11,142
28
$2.11M 0.62%
13,800
29
$2.11M 0.62%
+15,080
30
$2.1M 0.62%
3,774
31
$1.85M 0.55%
10,504
32
$1.12M 0.33%
3,720
33
$993K 0.29%
11,030
34
$897K 0.27%
2,823
35
$756K 0.22%
2,018
36
$719K 0.21%
3,234
37
$701K 0.21%
6,505
+605
38
– –
-155,400
39
– –
-151,900
40
– –
-46,100
41
– –
-33,400
42
– –
-14,425
1
2