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
$171M
AUM Growth
+$993K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$6.29M

Top Sells

1 +$19.4M
2 +$9.46M

Sector Composition

1 Technology 44.72%
2 Communication Services 16.38%
3 Consumer Staples 9.27%
4 Real Estate 7.19%
5 Healthcare 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.44M 0.84%
12,800
27
$1.2M 0.7%
6,440
28
$950K 0.56%
3,720
29
$834K 0.49%
6,505
30
-139,980
31
-235,715