SYBT

Stock Yards Bank & Trust Portfolio holdings

AUM $3.21B
1-Year Est. Return 22.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
-$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.1M
3
+$8.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.78M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.57M

Top Sells

1
+$15.4M
2
+$9.81M
3
+$3.85M
4
SYK icon
Stryker
SYK
+$3.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.52M

Sector Composition

1 Technology 20.89%
2 Financials 12.88%
3 Healthcare 8.22%
4 Consumer Discretionary 7.05%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WST icon
351
West Pharmaceutical
WST
$22.3B
$272K 0.01%
1,087
-2
LOB icon
352
Live Oak Bancshares
LOB
$1.67B
$271K 0.01%
8,200
-1,250
UBER icon
353
Uber
UBER
$146B
$271K 0.01%
3,768
-100
PGR icon
354
Progressive
PGR
$113B
$265K 0.01%
1,339
+275
OKE icon
355
Oneok
OKE
$54.7B
$265K 0.01%
2,928
-470
IBIT icon
356
iShares Bitcoin Trust
IBIT
$51.9B
$264K 0.01%
+6,878
SPSM icon
357
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.6B
$259K 0.01%
5,366
+111
SHM icon
358
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
$257K 0.01%
5,366
-1,724
CARR icon
359
Carrier Global
CARR
$56.1B
$255K 0.01%
4,527
-89
SOXX icon
360
iShares Semiconductor ETF
SOXX
$41.8B
$253K 0.01%
771
IJJ icon
361
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.51B
$252K 0.01%
1,902
GEHC icon
362
GE HealthCare
GEHC
$28.2B
$252K 0.01%
+3,536
VLO icon
363
Valero Energy
VLO
$77.6B
$251K 0.01%
1,016
-394
FCAP icon
364
First Capital
FCAP
$202M
$249K 0.01%
5,022
+200
DOW icon
365
Dow Inc
DOW
$25.5B
$247K 0.01%
+5,926
XDTE icon
366
Roundhill S&P 500 0DTE Covered Call Strategy ETF
XDTE
$334M
$246K 0.01%
6,700
ULTA icon
367
Ulta Beauty
ULTA
$20.5B
$246K 0.01%
470
+14
TXRH icon
368
Texas Roadhouse
TXRH
$10.9B
$244K 0.01%
1,479
ADM icon
369
Archer Daniels Midland
ADM
$40.5B
$237K 0.01%
+3,256
QUAL icon
370
iShares MSCI USA Quality Factor ETF
QUAL
$52.1B
$236K 0.01%
1,232
NET icon
371
Cloudflare
NET
$93.8B
$229K 0.01%
1,109
-555
BDX icon
372
Becton Dickinson
BDX
$40.1B
$228K 0.01%
1,450
+224
TD icon
373
Toronto Dominion Bank
TD
$186B
$225K 0.01%
2,414
MEDP icon
374
Medpace
MEDP
$12.9B
$225K 0.01%
468
F icon
375
Ford
F
$62.6B
$222K 0.01%
19,233
+5,633
13 14
15
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