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
+$412K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$500K
3
+$457K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$345K
5
PG icon
Procter & Gamble
PG
+$343K

Top Sells

1
+$462K
2
+$280K
3
+$278K
4
GWW icon
W.W. Grainger
GWW
+$248K
5
LOW icon
Lowe's Companies
LOW
+$234K

Sector Composition

1 Financials 16.84%
2 Technology 12.37%
3 Healthcare 12.14%
4 Consumer Staples 11.8%
5 Communication Services 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10K 0.01%
85
+45
277
$10K 0.01%
500
278
$10K 0.01%
75
279
$10K 0.01%
+150
280
$9K 0.01%
+104
281
$9K 0.01%
553
282
$9K 0.01%
250
283
$9K 0.01%
150
284
$9K 0.01%
198
+97
285
$9K 0.01%
500
286
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140
287
$9K 0.01%
83
288
$9K 0.01%
390
289
$9K 0.01%
+151
290
$9K 0.01%
449
291
$8K 0.01%
+632
292
$8K 0.01%
500
293
$7K 0.01%
+3,012
294
$7K 0.01%
+75
295
$7K 0.01%
+5
296
$7K 0.01%
+8
297
$7K 0.01%
+185
298
$7K 0.01%
390
299
$7K 0.01%
477
300
$7K 0.01%
+109
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