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
$251M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$2.19M
3
+$1.6M
4
ADBE icon
Adobe
ADBE
+$1.45M
5
NKE icon
Nike
NKE
+$1.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 49.1%
2 Communication Services 17.05%
3 Consumer Discretionary 8.33%
4 Consumer Staples 6.99%
5 Healthcare 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.84%
12,140
27
$1.6M 0.64%
+5,510
28
$1.49M 0.59%
3,720
29
$1.23M 0.49%
6,505
30
$1.13M 0.45%
+17,750
31
$755K 0.3%
5,654
32
$581K 0.23%
8,500
33
$478K 0.19%
2,720
+1,340
34
$311K 0.12%
+400
1
2