IBOK
Independence Bank of Kentucky Portfolio holdings
AUM
$706M
1-Year Return
17.13%
This Quarter Return
+6.81%
1 Year Return
+17.13%
3 Year Return
+61.82%
5 Year Return
+97.62%
10 Year Return
–
AUM
$127M
AUM Growth
+$8.02M
(+6.7%)
Cap. Flow
+$498K
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
28.72%
Holding
400
New
89
Increased
71
Reduced
95
Closed
10
Top Buys
| 1 |
Invesco Preferred ETF
PGX
|
$607K |
| 2 |
SPDR Gold Trust
GLD
|
$449K |
| 3 |
CVS Health
CVS
|
$413K |
| 4 |
Illinois Tool Works
ITW
|
$320K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$309K |
Top Sells
| 1 |
Apple
AAPL
|
$595K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$586K |
| 3 |
Lowe's Companies
LOW
|
$415K |
| 4 |
GE Aerospace
GE
|
$285K |
| 5 |
Verizon
VZ
|
$255K |
Sector Composition
| 1 | Financials | 16.14% |
| 2 | Healthcare | 13.02% |
| 3 | Technology | 11.76% |
| 4 | Consumer Staples | 11.31% |
| 5 | Communication Services | 9.95% |
