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
$184M
AUM Growth
-$9.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.59M

Top Sells

1
+$6.17M
2
+$2.65M

Sector Composition

1 Technology 48.03%
2 Communication Services 17.9%
3 Consumer Staples 8.58%
4 Consumer Discretionary 8.07%
5 Real Estate 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.86%
+3,150
27
$1.09M 0.59%
3,720
28
$1.02M 0.56%
6,440
29
$922K 0.5%
6,505
30
$345K 0.19%
1,380
31
– –
-14,526
32
– –
-76,000
1
2