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
$230M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1 +$991K
2 +$563K
3 +$541K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$500K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$381K

Top Sells

1 +$984K
2 +$873K
3 +$548K
4
INTC icon
Intel
INTC
+$517K
5
TJX icon
TJX Companies
TJX
+$449K

Sector Composition

1 Technology 12.98%
2 Healthcare 9.44%
3 Financials 8.65%
4 Consumer Staples 8.19%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$18.7K 0.01%
250
327
$18.6K 0.01%
200
328
$18.5K 0.01%
785
329
$18.4K 0.01%
125
330
$18.4K 0.01%
200
-440
331
$17.9K 0.01%
650
332
$17.5K 0.01%
230
-255
333
$16.7K 0.01%
750
334
$15.9K 0.01%
200
335
$15.7K 0.01%
+200
336
$15.4K 0.01%
175
337
$15.1K 0.01%
693
338
$15.1K 0.01%
500
339
$14.8K 0.01%
160
340
$14.5K 0.01%
682
341
$14.5K 0.01%
200
342
$14.1K 0.01%
333
343
$13.9K 0.01%
95
344
$13.8K 0.01%
950
345
$12.8K 0.01%
300
346
$12.5K 0.01%
+252
347
$12.4K 0.01%
196
348
$11.4K 0.01%
1,124
349
$11K ﹤0.01%
150
350
$10.9K ﹤0.01%
200