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
$465M
AUM Growth
+$87.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.86M
3
+$3.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.01M
5
AMZN icon
Amazon
AMZN
+$2.92M

Top Sells

1
+$3.61M
2
+$1.17M
3
+$736K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$445K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$409K

Sector Composition

1 Technology 19.07%
2 Financials 10.41%
3 Healthcare 9.38%
4 Consumer Discretionary 7.48%
5 Consumer Staples 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$166K 0.04%
4,250
+180
277
$165K 0.04%
1,838
+200
278
$165K 0.04%
2,844
279
$165K 0.04%
2,640
+1,852
280
$161K 0.03%
1,050
+1,035
281
$161K 0.03%
840
-50
282
$159K 0.03%
2,746
+466
283
$158K 0.03%
7,198
+255
284
$157K 0.03%
1,718
285
$154K 0.03%
1,410
+66
286
$154K 0.03%
445
-51
287
$154K 0.03%
1,000
+191
288
$153K 0.03%
+600
289
$153K 0.03%
1,155
-1,605
290
$151K 0.03%
+1,815
291
$149K 0.03%
2,720
292
$149K 0.03%
1,799
+403
293
$145K 0.03%
+1,200
294
$142K 0.03%
2,204
+104
295
$141K 0.03%
592
+41
296
$140K 0.03%
+1,750
297
$140K 0.03%
5,800
298
$139K 0.03%
2,415
299
$138K 0.03%
1,714
-300
300
$136K 0.03%
492
10 11
12
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