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
$245M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1 +$1.15M
2 +$894K
3 +$868K
4
ATVI
Activision Blizzard
ATVI
+$838K
5
AVDR
AVDR US LargeCap Leading ETF
AVDR
+$505K

Top Sells

1 +$967K
2 +$966K
3 +$778K
4
T icon
AT&T
T
+$558K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$478K

Sector Composition

1 Technology 13.34%
2 Financials 9.92%
3 Healthcare 9.67%
4 Consumer Staples 7.58%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$4K ﹤0.01%
+133
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15
378
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83
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25
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56
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+59
384
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-8
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15
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-14