SYBT
Stock Yards Bank & Trust Portfolio holdings
AUM
$2.99B
1-Year Return
17.78%
This Quarter Return
+10.48%
1 Year Return
+17.78%
3 Year Return
+70.19%
5 Year Return
+123.35%
10 Year Return
+288.1%
AUM
$2.55B
AUM Growth
+$206M
(+8.8%)
Cap. Flow
-$996K
Cap. Flow
% of AUM
-0.04%
Top 10 Holdings %
Top 10 Hldgs %
27.62%
Holding
424
New
18
Increased
151
Reduced
170
Closed
13
Top Buys
| 1 |
US Bancorp
USB
|
$9.77M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$3M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$2.71M |
| 4 |
Stock Yards Bancorp
SYBT
|
$2.03M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.81M |
Top Sells
| 1 |
Truist Financial
TFC
|
$9.18M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.39M |
| 3 |
Williams-Sonoma
WSM
|
$3.01M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.49M |
| 5 |
First Trust Managed Municipal ETF
FMB
|
$2.35M |
Sector Composition
| 1 | Technology | 15.36% |
| 2 | Financials | 14.49% |
| 3 | Healthcare | 12.83% |
| 4 | Consumer Staples | 9.37% |
| 5 | Consumer Discretionary | 7.98% |
