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
$650M
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$17.5M
3
+$9.62M
4
JPM icon
JPMorgan Chase
JPM
+$9.47M
5
AAPL icon
Apple
AAPL
+$5.12M

Top Sells

1
+$2.27M
2
+$686K
3
+$460K
4
IRM icon
Iron Mountain
IRM
+$429K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$420K

Sector Composition

1 Technology 18.52%
2 Financials 10.52%
3 Healthcare 7.28%
4 Consumer Discretionary 6.74%
5 Consumer Staples 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$92.5K 0.01%
3,515
+1,215
352
$89.6K 0.01%
278
353
$89.4K 0.01%
1,376
+1,278
354
$88.4K 0.01%
2,202
+1,025
355
$86.2K 0.01%
2,038
356
$83.4K 0.01%
901
357
$83K 0.01%
629
-26
358
$82.6K 0.01%
775
359
$81.2K 0.01%
320
-88
360
$80.7K 0.01%
1,417
+1,225
361
$80.2K 0.01%
+1,570
362
$80.2K 0.01%
724
+35
363
$79.8K 0.01%
406
+185
364
$79.2K 0.01%
3,369
365
$78.8K 0.01%
125
-140
366
$78K 0.01%
1,960
367
$77.2K 0.01%
1,919
368
$76.5K 0.01%
+1,299
369
$76.3K 0.01%
644
370
$75.6K 0.01%
+3,200
371
$74.5K 0.01%
+517
372
$73.7K 0.01%
325
373
$73.4K 0.01%
+711
374
$71.5K 0.01%
1,900
375
$70.7K 0.01%
275
13 14
15
16 17