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
$282M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.23M
3
+$1.92M
4
ROK icon
Rockwell Automation
ROK
+$1.51M
5
DIS icon
Walt Disney
DIS
+$1.33M

Top Sells

1
+$16.1K

Sector Composition

1 Technology 50.95%
2 Communication Services 17.19%
3 Consumer Discretionary 7.47%
4 Consumer Staples 6.67%
5 Healthcare 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.84%
12,140
27
$2.19M 0.78%
15,985
28
$1.92M 0.68%
+5,130
29
$1.66M 0.59%
3,720
30
$1.51M 0.54%
25,050
+16,550
31
$1.26M 0.45%
17,750
32
$1.18M 0.42%
6,505
33
$1.03M 0.36%
+33,180
34
$574K 0.2%
5,500
-154
35
$538K 0.19%
2,720
36
$362K 0.13%
400
1
2