IBOK

Independence Bank of Kentucky Portfolio holdings

AUM $778M
1-Year Est. Return 18.57%
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$3.69M
3
+$3.61M
4
JPM icon
JPMorgan Chase
JPM
+$3.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.37M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.16%
2 Consumer Staples 13.83%
3 Healthcare 13.15%
4 Technology 11.53%
5 Communication Services 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K 0.02%
+350
227
$18K 0.02%
+200
228
$18K 0.02%
+300
229
$17K 0.01%
+400
230
$17K 0.01%
+100
231
$17K 0.01%
+182
232
$17K 0.01%
+127
233
$16K 0.01%
+134
234
$16K 0.01%
+250
235
$15K 0.01%
+300
236
$15K 0.01%
+775
237
$15K 0.01%
+291
238
$15K 0.01%
+395
239
$15K 0.01%
+190
240
$15K 0.01%
+615
241
$14K 0.01%
+361
242
$14K 0.01%
+465
243
$13K 0.01%
+1,875
244
$13K 0.01%
+200
245
$12K 0.01%
+300
246
$12K 0.01%
+81
247
$12K 0.01%
+177
248
$11K 0.01%
+250
249
$11K 0.01%
+350
250
$11K 0.01%
+500
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