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
$247M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.23M
3
+$1.13M
4
DG icon
Dollar General
DG
+$509K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$499K

Top Sells

1
+$1.82M
2
+$890K
3
+$468K
4
ONB icon
Old National Bancorp
ONB
+$453K
5
FISV
Fiserv Inc
FISV
+$403K

Sector Composition

1 Technology 14.45%
2 Healthcare 9.3%
3 Financials 8.16%
4 Consumer Staples 7.48%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$18.7K 0.01%
182
352
$18.5K 0.01%
250
353
$18.5K 0.01%
785
354
$18.4K 0.01%
200
355
$17.8K 0.01%
125
356
$17.4K 0.01%
160
357
$17K 0.01%
380
-280
358
$16.7K 0.01%
750
359
$16.5K 0.01%
333
360
$16.2K 0.01%
200
361
$15.8K 0.01%
200
362
$15.7K 0.01%
95
363
$14.8K 0.01%
104
+50
364
$14.8K 0.01%
682
365
$14.5K 0.01%
252
366
$14.2K 0.01%
693
367
$14.1K 0.01%
128
+43
368
$13.9K 0.01%
+30
369
$13.7K 0.01%
300
370
$13.6K 0.01%
950
371
$13.2K 0.01%
196
372
$13K 0.01%
175
373
$12.8K 0.01%
160
374
$12.5K 0.01%
150
375
$12.2K ﹤0.01%
133
13 14
15
16 17