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
276
$7K 0.01%
+65
277
$6K 0.01%
+70
278
$6K 0.01%
+100
279
$6K 0.01%
+390
280
$6K 0.01%
+45
281
$6K 0.01%
+112
282
$6K 0.01%
+300
283
$6K 0.01%
+70
284
$6K 0.01%
+200
285
$6K 0.01%
+200
286
$5K ﹤0.01%
+75
287
$5K ﹤0.01%
+38
288
$5K ﹤0.01%
+20
289
$5K ﹤0.01%
+50
290
$5K ﹤0.01%
+142
291
$5K ﹤0.01%
+101
292
$5K ﹤0.01%
+28
293
$5K ﹤0.01%
+85
294
$4K ﹤0.01%
+49
295
$4K ﹤0.01%
+29
296
$4K ﹤0.01%
+60
297
$4K ﹤0.01%
+180
298
$4K ﹤0.01%
+50
299
$4K ﹤0.01%
+76
300
$4K ﹤0.01%
+175
10 11
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