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
$193M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$1.24M
3 +$361K

Top Sells

No sells this quarter

Sector Composition

1 Technology 47.22%
2 Communication Services 16.34%
3 Consumer Staples 8.39%
4 Consumer Discretionary 6.35%
5 Real Estate 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.6M 1.35%
13,950
27
$1.27M 0.66%
3,720
28
$1.16M 0.6%
6,440
29
$926K 0.48%
6,505
30
$361K 0.19%
+1,380