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
$184M
AUM Growth
-$9.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.59M

Top Sells

1
+$6.17M
2
+$2.65M

Sector Composition

1 Technology 48.03%
2 Communication Services 17.9%
3 Consumer Staples 8.58%
4 Consumer Discretionary 8.07%
5 Real Estate 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.9M 11.36%
66,077
2
$15.7M 8.53%
119,740
3
$15.4M 8.38%
353,600
4
$12.9M 7.04%
25,340
5
$11.4M 6.22%
66,690
6
$11M 6.01%
98,400
7
$9.63M 5.24%
73,020
8
$8.93M 4.86%
70,209
9
$8.83M 4.81%
43,532
10
$7.57M 4.12%
93,348
11
$6.8M 3.7%
127,620
12
$6.29M 3.43%
27,356
13
$4.84M 2.63%
86,390
14
$4.59M 2.5%
14,938
15
$4.18M 2.28%
8,183
16
$4.12M 2.24%
28,220
17
$4.08M 2.22%
8,069
18
$3.21M 1.75%
15,505
19
$3.14M 1.71%
12,320
20
$2.91M 1.59%
+30,480
21
$2.75M 1.5%
4,924
22
$2.64M 1.44%
26,800
23
$2.4M 1.31%
41,853
24
$2.36M 1.29%
13,950
25
$2.12M 1.15%
15,985
1
2