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
$247M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.23M
3
+$1.13M
4
DG icon
Dollar General
DG
+$509K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$499K

Top Sells

1
+$1.82M
2
+$890K
3
+$468K
4
ONB icon
Old National Bancorp
ONB
+$453K
5
FISV
Fiserv Inc
FISV
+$403K

Sector Composition

1 Technology 14.45%
2 Healthcare 9.3%
3 Financials 8.16%
4 Consumer Staples 7.48%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$58.2K 0.02%
+890
277
$57.8K 0.02%
400
278
$56.7K 0.02%
1,418
+48
279
$54.9K 0.02%
+312
280
$54.7K 0.02%
1,300
281
$54.5K 0.02%
265
-25
282
$52.9K 0.02%
215
+200
283
$51.2K 0.02%
+2,450
284
$51.2K 0.02%
782
285
$50.6K 0.02%
2,000
286
$50.2K 0.02%
+2,000
287
$49.9K 0.02%
1,342
+257
288
$49.8K 0.02%
+700
289
$49.4K 0.02%
1,883
290
$49.2K 0.02%
290
-30
291
$49K 0.02%
551
292
$48.5K 0.02%
290
+40
293
$48.3K 0.02%
2,803
-1,007
294
$48K 0.02%
2,300
295
$47.1K 0.02%
1,070
-390
296
$46.2K 0.02%
600
297
$45.8K 0.02%
875
+125
298
$44.5K 0.02%
632
299
$44.2K 0.02%
275
300
$43.3K 0.02%
864
10 11
12
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