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
376
$45.5K 0.01%
864
377
$44.1K 0.01%
2,775
+2,500
378
$43.6K 0.01%
69
+4
379
$42.8K 0.01%
948
+300
380
$42.6K 0.01%
+333
381
$41.8K 0.01%
212
382
$41.1K 0.01%
2,084
383
$41.1K 0.01%
546
-550
384
$40.7K 0.01%
600
-100
385
$39.9K 0.01%
+295
386
$39.5K 0.01%
751
+69
387
$39.1K 0.01%
280
388
$37K 0.01%
700
389
$37K 0.01%
590
390
$36.1K 0.01%
863
391
$35.4K 0.01%
1,070
-95
392
$34.9K 0.01%
550
+425
393
$34.7K 0.01%
475
+275
394
$34.5K 0.01%
556
395
$34.4K 0.01%
200
396
$34.2K 0.01%
318
397
$33.9K 0.01%
+80
398
$33.8K 0.01%
375
-200
399
$33.8K 0.01%
352
-36
400
$33.7K 0.01%
635
14 15
16
17 18