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
$127M
AUM Growth
+$8.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$607K
2
+$449K
3
+$413K
4
ITW icon
Illinois Tool Works
ITW
+$320K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$309K

Top Sells

1
+$595K
2
+$586K
3
+$415K
4
GE icon
GE Aerospace
GE
+$285K
5
VZ icon
Verizon
VZ
+$255K

Sector Composition

1 Financials 16.14%
2 Healthcare 13.02%
3 Technology 11.76%
4 Consumer Staples 11.31%
5 Communication Services 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
+33
377
$1K ﹤0.01%
+37
378
$1K ﹤0.01%
23
379
$0 ﹤0.01%
+58
380
$0 ﹤0.01%
+155
381
$0 ﹤0.01%
+300
382
$0 ﹤0.01%
+6
383
$0 ﹤0.01%
9
384
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0
385
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41
386
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0
387
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+9
388
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389
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$0 ﹤0.01%
+5
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