IBOK

Independence Bank of Kentucky Portfolio holdings

AUM $804M
1-Year Est. Return 21.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.11%
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
351
$3K ﹤0.01%
+9
352
$3K ﹤0.01%
+106
353
$3K ﹤0.01%
+15
354
$3K ﹤0.01%
+39
355
$3K ﹤0.01%
+57
356
$3K ﹤0.01%
+30
357
$3K ﹤0.01%
+43
358
$3K ﹤0.01%
+15
359
$3K ﹤0.01%
214
360
$3K ﹤0.01%
+37
361
$3K ﹤0.01%
+105
362
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+16
363
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+50
364
$3K ﹤0.01%
+279
365
$3K ﹤0.01%
+28
366
$2K ﹤0.01%
+12
367
$2K ﹤0.01%
+38
368
$2K ﹤0.01%
150
369
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24
-26
370
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+22
371
$2K ﹤0.01%
13
372
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28
373
$2K ﹤0.01%
+34
374
$2K ﹤0.01%
+200
375
$2K ﹤0.01%
+55
13 14
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