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IB

Iyo Bank Portfolio holdings

AUM $281M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$5.65M
3
+$2.06M
4
ARM icon
Arm
ARM
+$949K
5
LLY icon
Eli Lilly
LLY
+$45.4K

Top Sells

1
+$8.88M
2
+$1.06M

Sector Composition

1 Technology 49.46%
2 Communication Services 15.55%
3 Consumer Staples 8.18%
4 Consumer Discretionary 6.08%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 0.79%
25,050
27
$1.85M 0.7%
2,427
+61
28
$1.66M 0.63%
3,720
29
$1.51M 0.57%
7,435
30
$922K 0.35%
+6,514
31
$437K 0.16%
3,098
32
$406K 0.15%
3,386
33
$402K 0.15%
3,398
34
$392K 0.15%
2,542
35
$371K 0.14%
8,504
36
$366K 0.14%
6,797
37
$343K 0.13%
7,650
38
$333K 0.13%
7,899
39
$332K 0.13%
7,428
40
$327K 0.12%
4,173
41
$318K 0.12%
2,285
42
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