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
$122M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$723K
2
+$386K
3
+$337K
4
XOM icon
Exxon Mobil
XOM
+$262K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$248K

Top Sells

1
+$1.43M
2
+$613K
3
+$423K
4
GIS icon
General Mills
GIS
+$269K
5
GSK icon
GSK
GSK
+$244K

Sector Composition

1 Financials 14.54%
2 Healthcare 12.73%
3 Consumer Staples 12.51%
4 Technology 11.94%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7K 0.01%
56
277
$7K 0.01%
200
-115
278
$7K 0.01%
170
-66
279
$7K 0.01%
375
+175
280
$7K 0.01%
250
281
$6K ﹤0.01%
22
282
$6K ﹤0.01%
80
283
$6K ﹤0.01%
+158
284
$6K ﹤0.01%
434
285
$6K ﹤0.01%
76
286
$6K ﹤0.01%
400
-200
287
$5K ﹤0.01%
150
288
$5K ﹤0.01%
128
289
$5K ﹤0.01%
85
290
$4K ﹤0.01%
35
+20
291
$4K ﹤0.01%
123
292
$4K ﹤0.01%
125
293
$4K ﹤0.01%
500
294
$4K ﹤0.01%
+71
295
$4K ﹤0.01%
100
296
$4K ﹤0.01%
+350
297
$4K ﹤0.01%
70
298
$4K ﹤0.01%
+71
299
$4K ﹤0.01%
85
300
$3K ﹤0.01%
100
-600
10 11
12
13 14