IB

Iyo Bank Portfolio holdings

AUM $265M
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$4.18M
3
+$4.13M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.93M

Top Sells

1
+$21.6M
2
+$735K

Sector Composition

1 Technology 38.28%
2 Communication Services 13.75%
3 Consumer Staples 8.48%
4 Healthcare 7.41%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$329K 0.11%
14,470
52
– –
-5,500
1 2
3