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
$211M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$971K
3
+$766K
4
TMO icon
Thermo Fisher Scientific
TMO
+$531K
5
UNH icon
UnitedHealth
UNH
+$521K

Top Sells

1
+$2.4M

Sector Composition

1 Technology 50.11%
2 Communication Services 16.82%
3 Consumer Discretionary 8.5%
4 Consumer Staples 7.56%
5 Real Estate 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 0.98%
12,140
+5,700
27
$1.25M 0.6%
3,720
28
$1.14M 0.54%
6,505
29
$766K 0.36%
+5,654
30
$498K 0.24%
+8,500
31
$343K 0.16%
1,380
32
– –
-41,853
1
2