SYBT

Stock Yards Bank & Trust Portfolio holdings

AUM $3.27B
1-Year Est. Return 21.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.19B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13M
3
+$6.22M
4
META icon
Meta Platforms (Facebook)
META
+$4.35M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.85M

Top Sells

1
+$17.9M
2
+$7.24M
3
+$4.08M
4
UNH icon
UnitedHealth
UNH
+$3.09M
5
AAPL icon
Apple
AAPL
+$2.98M

Sector Composition

1 Technology 24.03%
2 Financials 13.76%
3 Healthcare 8.61%
4 Consumer Discretionary 7.73%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEX icon
301
IDEX
IEX
$14.1B
$425K 0.01%
2,609
TSCO icon
302
Tractor Supply
TSCO
$25.2B
$420K 0.01%
7,390
+640
XEL icon
303
Xcel Energy
XEL
$51.3B
$417K 0.01%
5,171
JEPI icon
304
JPMorgan Equity Premium Income ETF
JEPI
$44.1B
$413K 0.01%
7,229
HWM icon
305
Howmet Aerospace
HWM
$96.2B
$398K 0.01%
+2,030
SDCI icon
306
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$485M
$391K 0.01%
+17,012
DFAX icon
307
Dimensional World ex US Core Equity 2 ETF
DFAX
$10.8B
$381K 0.01%
12,130
MCK icon
308
McKesson
MCK
$115B
$380K 0.01%
492
UBER icon
309
Uber
UBER
$161B
$380K 0.01%
3,875
-100
CRM icon
310
Salesforce
CRM
$182B
$379K 0.01%
1,601
-44
FSTA icon
311
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.45B
$378K 0.01%
+7,578
CHD icon
312
Church & Dwight Co
CHD
$23.2B
$377K 0.01%
4,298
-416
WST icon
313
West Pharmaceutical
WST
$17.1B
$364K 0.01%
1,387
-100
IEF icon
314
iShares 7-10 Year Treasury Bond ETF
IEF
$48.5B
$363K 0.01%
3,760
-1,320
ATO icon
315
Atmos Energy
ATO
$31B
$362K 0.01%
2,120
ED icon
316
Consolidated Edison
ED
$41.9B
$358K 0.01%
3,560
+91
PAAS icon
317
Pan American Silver
PAAS
$23.4B
$349K 0.01%
9,000
TT icon
318
Trane Technologies
TT
$93.3B
$343K 0.01%
814
+48
YUMC icon
319
Yum China
YUMC
$19.2B
$342K 0.01%
7,977
-960
DIA icon
320
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.6B
$342K 0.01%
738
+50
TMUS icon
321
T-Mobile US
TMUS
$239B
$342K 0.01%
1,427
PBA icon
322
Pembina Pipeline
PBA
$26B
$335K 0.01%
8,270
BSX icon
323
Boston Scientific
BSX
$106B
$334K 0.01%
+3,416
LOB icon
324
Live Oak Bancshares
LOB
$1.5B
$333K 0.01%
9,450
-250
VV icon
325
Vanguard Large-Cap ETF
VV
$46.5B
$332K 0.01%
1,080
11 12
13
14 15