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
$465M
AUM Growth
+$87.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.86M
3
+$3.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.01M
5
AMZN icon
Amazon
AMZN
+$2.92M

Top Sells

1
+$3.61M
2
+$1.17M
3
+$736K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$445K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$409K

Sector Composition

1 Technology 19.07%
2 Financials 10.41%
3 Healthcare 9.38%
4 Consumer Discretionary 7.48%
5 Consumer Staples 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$76K 0.02%
+1,394
352
$74.4K 0.02%
1,919
-1,000
353
$72.6K 0.02%
2,085
354
$68.9K 0.01%
275
355
$67.5K 0.01%
870
-412
356
$67.4K 0.01%
288
+41
357
$65.3K 0.01%
2,300
358
$65.2K 0.01%
550
-25
359
$64.4K 0.01%
240
360
$64.3K 0.01%
1,177
-347
361
$62.7K 0.01%
355
+255
362
$60.6K 0.01%
852
+132
363
$59.6K 0.01%
705
-4,780
364
$58.1K 0.01%
519
-317
365
$57.6K 0.01%
1,020
-495
366
$56.8K 0.01%
593
367
$54.8K 0.01%
880
368
$54.2K 0.01%
1,132
-1,625
369
$52.7K 0.01%
550
-82
370
$52.4K 0.01%
221
+171
371
$50.5K 0.01%
+660
372
$49.1K 0.01%
275
373
$47.6K 0.01%
183
+50
374
$47.5K 0.01%
553
+143
375
$47.1K 0.01%
633
+433
13 14
15
16 17