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
$170M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.39M
3
+$1.19M

Top Sells

1
+$16.8M
2
+$4.95M
3
+$4.09M

Sector Composition

1 Technology 35.65%
2 Communication Services 14.1%
3 Real Estate 12.1%
4 Consumer Staples 9.31%
5 Healthcare 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.13%
4,924
27
$1.19M 0.7%
+12,800
28
$1.06M 0.63%
6,440
29
$987K 0.58%
3,720
30
$781K 0.46%
6,505
31
– –
-59,578
32
– –
-45,580
1
2