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
$292M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$704K
2
+$290K

Top Sells

No sells this quarter

Sector Composition

1 Technology 47.94%
2 Communication Services 17.5%
3 Consumer Discretionary 7.87%
4 Consumer Staples 7.4%
5 Healthcare 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 0.96%
46,450
27
$2.57M 0.88%
15,985
28
$2.37M 0.81%
25,050
29
$2.28M 0.78%
12,140
30
$1.94M 0.66%
3,720
31
$1.27M 0.43%
17,750
32
$1.2M 0.41%
6,505
33
$1.1M 0.38%
2,720
34
$735K 0.25%
5,500
35
$560K 0.19%
726
36
$290K 0.1%
+14,470
1
2