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
$650M
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$17.5M
3
+$9.62M
4
JPM icon
JPMorgan Chase
JPM
+$9.47M
5
AAPL icon
Apple
AAPL
+$5.12M

Top Sells

1
+$2.27M
2
+$686K
3
+$460K
4
IRM icon
Iron Mountain
IRM
+$429K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$420K

Sector Composition

1 Technology 18.52%
2 Financials 10.52%
3 Healthcare 7.28%
4 Consumer Discretionary 6.74%
5 Consumer Staples 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$211K 0.03%
339
-16
277
$208K 0.03%
6,096
278
$206K 0.03%
3,230
+1,492
279
$203K 0.03%
618
+98
280
$201K 0.03%
434
-35
281
$198K 0.03%
1,175
-25
282
$196K 0.03%
1,701
+227
283
$196K 0.03%
931
+339
284
$196K 0.03%
2,586
+113
285
$190K 0.03%
4,233
286
$189K 0.03%
2,550
+960
287
$186K 0.03%
1,750
288
$185K 0.03%
2,257
-100
289
$185K 0.03%
915
290
$184K 0.03%
1,990
-35
291
$183K 0.03%
862
292
$182K 0.03%
1,980
+1,387
293
$171K 0.03%
1,331
294
$170K 0.03%
1,043
+413
295
$169K 0.03%
2,844
296
$169K 0.03%
2,939
297
$168K 0.03%
1,285
-35
298
$166K 0.03%
1,275
-45
299
$160K 0.02%
1,815
300
$158K 0.02%
2,018
+114
10 11
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