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
$245M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1 +$1.15M
2 +$894K
3 +$868K
4
ATVI
Activision Blizzard
ATVI
+$838K
5
AVDR
AVDR US LargeCap Leading ETF
AVDR
+$505K

Top Sells

1 +$967K
2 +$966K
3 +$778K
4
T icon
AT&T
T
+$558K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$478K

Sector Composition

1 Technology 13.34%
2 Financials 9.92%
3 Healthcare 9.67%
4 Consumer Staples 7.58%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$19K 0.01%
77
302
$19K 0.01%
211
303
$19K 0.01%
750
304
$18K 0.01%
75
305
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375
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95
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$17K 0.01%
1,000
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$17K 0.01%
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-150
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$16K 0.01%
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$16K 0.01%
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-500
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250
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$14K 0.01%
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$14K 0.01%
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$13K 0.01%
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$13K 0.01%
600