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
$155M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$871K
3
+$682K
4
JPM icon
JPMorgan Chase
JPM
+$584K
5
BA icon
Boeing
BA
+$398K

Top Sells

1
+$1.62M
2
+$1.07M
3
+$590K
4
CELG
Celgene Corp
CELG
+$301K
5
LOGI icon
Logitech
LOGI
+$208K

Sector Composition

1 Financials 14.33%
2 Technology 13.22%
3 Healthcare 11.88%
4 Consumer Staples 11.2%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K 0.01%
250
277
$16K 0.01%
550
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$15K 0.01%
2,000
279
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40
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300
281
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250
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$13K 0.01%
205
283
$13K 0.01%
909
-62
284
$13K 0.01%
171
285
$13K 0.01%
1,000
286
$13K 0.01%
340
-300
287
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38
288
$13K 0.01%
622
289
$13K 0.01%
171
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600
291
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600
292
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95
293
$12K 0.01%
196
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$12K 0.01%
41
295
$12K 0.01%
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$12K 0.01%
150
297
$11K 0.01%
+400
298
$10K 0.01%
+100
299
$10K 0.01%
400
-150
300
$10K 0.01%
434
10 11
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