We are live on ! Find out more
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
1
$40M 15.09%
77,222
2
$29.1M 10.98%
119,740
3
$20M 7.56%
78,680
4
$12.4M 4.67%
66,300
5
$12.2M 4.59%
34,475
6
$12.1M 4.57%
105,780
+70,197
7
$11.7M 4.4%
34,176
8
$11.3M 4.25%
98,400
9
$10.6M 4.01%
48,359
+24,956
10
$8.06M 3.04%
52,430
11
$7.89M 2.98%
76,572
12
$7.75M 2.92%
11,353
13
$7.72M 2.91%
24,290
14
$7.46M 2.81%
21,350
15
$5.91M 2.23%
32,170
16
$5.73M 2.16%
86,390
17
$5.49M 2.07%
63,730
18
$5.4M 2.04%
30,855
19
$5.38M 2.03%
22,691
+8,180
20
$5.35M 2.02%
21,682
-4,056
21
$5.25M 1.98%
15,160
22
$4.61M 1.74%
10,080
23
$4.53M 1.71%
24,620
24
$3.82M 1.44%
13,950
25
$3.36M 1.27%
44,450
1
2