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
376
$68.6K 0.01%
240
377
$66.1K 0.01%
2,152
+1,941
378
$64.1K 0.01%
355
379
$59.5K 0.01%
598
+398
380
$59.5K 0.01%
247
-41
381
$58.8K 0.01%
745
-125
382
$57.2K 0.01%
630
-15
383
$55.8K 0.01%
550
384
$55.8K 0.01%
2,363
-3,437
385
$55.3K 0.01%
87
+18
386
$53.1K 0.01%
1,569
-1,072
387
$52.9K 0.01%
519
388
$52.6K 0.01%
+1,022
389
$52.5K 0.01%
+1,060
390
$51.6K 0.01%
+3,000
391
$51.4K 0.01%
660
392
$48.7K 0.01%
250
-25
393
$48.3K 0.01%
2,085
394
$48.1K 0.01%
425
-625
395
$47.9K 0.01%
880
396
$47.2K 0.01%
1,383
+983
397
$45.7K 0.01%
720
-132
398
$45.6K 0.01%
849
-545
399
$45.4K 0.01%
633
400
$45.4K 0.01%
850
+300
14 15
16
17 18