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
$117M
AUM Growth
+$412K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$500K
3
+$457K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$345K
5
PG icon
Procter & Gamble
PG
+$343K

Top Sells

1
+$462K
2
+$280K
3
+$278K
4
GWW icon
W.W. Grainger
GWW
+$248K
5
LOW icon
Lowe's Companies
LOW
+$234K

Sector Composition

1 Financials 16.84%
2 Technology 12.37%
3 Healthcare 12.14%
4 Consumer Staples 11.8%
5 Communication Services 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7K 0.01%
139
302
$6K 0.01%
+85
303
$6K 0.01%
+113
304
$6K 0.01%
100
305
$6K 0.01%
+372
306
$6K 0.01%
75
+15
307
$6K 0.01%
+123
308
$6K 0.01%
+128
309
$6K 0.01%
200
310
$6K 0.01%
+137
311
$6K 0.01%
+99
312
$5K ﹤0.01%
+100
313
$5K ﹤0.01%
29
314
$5K ﹤0.01%
38
315
$5K ﹤0.01%
+187
316
$5K ﹤0.01%
+21
317
$5K ﹤0.01%
+123
318
$5K ﹤0.01%
+25
319
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+32
320
$5K ﹤0.01%
+92
321
$5K ﹤0.01%
28
322
$5K ﹤0.01%
+49
323
$5K ﹤0.01%
+70
324
$5K ﹤0.01%
85
325
$4K ﹤0.01%
+47
11 12
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