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
$650M
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$17.5M
3
+$9.62M
4
JPM icon
JPMorgan Chase
JPM
+$9.47M
5
AAPL icon
Apple
AAPL
+$5.12M

Top Sells

1
+$2.27M
2
+$686K
3
+$460K
4
IRM icon
Iron Mountain
IRM
+$429K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$420K

Sector Composition

1 Technology 18.52%
2 Financials 10.52%
3 Healthcare 7.28%
4 Consumer Discretionary 6.74%
5 Consumer Staples 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$286K 0.04%
1,555
+505
252
$284K 0.04%
4,550
+1,910
253
$283K 0.04%
+2,700
254
$276K 0.04%
1,446
+1,234
255
$272K 0.04%
2,220
-90
256
$267K 0.04%
3,574
-2,080
257
$260K 0.04%
153
258
$253K 0.04%
1,544
-80
259
$252K 0.04%
3,329
-530
260
$251K 0.04%
2,925
+2,675
261
$250K 0.04%
10,973
+3,775
262
$245K 0.04%
4,065
+2,450
263
$245K 0.04%
2,870
+625
264
$241K 0.04%
11,120
-86
265
$240K 0.04%
2,795
266
$236K 0.04%
7,970
+7,565
267
$227K 0.04%
6,053
+475
268
$224K 0.03%
11,156
-3,774
269
$217K 0.03%
6,925
270
$216K 0.03%
2,200
271
$215K 0.03%
5,076
+2,095
272
$213K 0.03%
2,075
+1,700
273
$212K 0.03%
+3,000
274
$212K 0.03%
736
275
$211K 0.03%
1,068
-8
9 10
11
12 13