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
$253M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.61M
3
+$1.15M
4
NVDA icon
NVIDIA
NVDA
+$799K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$642K

Top Sells

1
+$1.3M
2
+$1.1M
3
+$991K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$663K
5
ATO icon
Atmos Energy
ATO
+$648K

Sector Composition

1 Technology 13%
2 Healthcare 9.68%
3 Financials 9.59%
4 Consumer Staples 7.56%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
35
-20
377
$5K ﹤0.01%
85
-15
378
$5K ﹤0.01%
25
379
$4K ﹤0.01%
100
380
$4K ﹤0.01%
45
381
$4K ﹤0.01%
51
382
$4K ﹤0.01%
275
383
$4K ﹤0.01%
56
384
$4K ﹤0.01%
114
385
$4K ﹤0.01%
100
386
$4K ﹤0.01%
133
387
$4K ﹤0.01%
50
388
$3K ﹤0.01%
42
389
$3K ﹤0.01%
60
390
$3K ﹤0.01%
59
391
$3K ﹤0.01%
125
392
$3K ﹤0.01%
100
393
$3K ﹤0.01%
25
394
$3K ﹤0.01%
38
+25
395
$3K ﹤0.01%
+200
396
$3K ﹤0.01%
15
397
$3K ﹤0.01%
38
398
$3K ﹤0.01%
52
399
$2K ﹤0.01%
50
400
$2K ﹤0.01%
+21
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