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
-$27K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.24M
3
+$1.14M
4
UNH icon
UnitedHealth
UNH
+$596K
5
LLY icon
Eli Lilly
LLY
+$289K

Top Sells

1
+$10.7M
2
+$1.03M

Sector Composition

1 Technology 47.36%
2 Communication Services 15.88%
3 Healthcare 8.18%
4 Consumer Discretionary 7.62%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.96M 1.05%
11,010
27
$2.54M 0.9%
15,985
28
$2.51M 0.89%
12,140
29
$1.94M 0.69%
25,050
30
$1.83M 0.65%
3,720
31
$1.5M 0.53%
17,750
32
$1.18M 0.42%
6,505
33
$717K 0.25%
5,500
34
$712K 0.25%
2,720
35
$643K 0.23%
726
+326
36
– –
-33,180
1
2