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
401
$33.5K 0.01%
400
-125
402
$33.4K 0.01%
333
403
$33K 0.01%
+485
404
$32.7K 0.01%
+346
405
$32.5K 0.01%
3,000
406
$32.2K 0.01%
370
407
$32.2K 0.01%
1,200
408
$31.7K 0.01%
593
+393
409
$31.7K 0.01%
505
410
$31.5K 0.01%
10
411
$31.1K 0.01%
200
+100
412
$30.8K 0.01%
650
-400
413
$30.4K 0.01%
1,314
-3,011
414
$29.8K 0.01%
517
+450
415
$29.2K 0.01%
50
416
$28.8K 0.01%
125
417
$28.8K 0.01%
+1,202
418
$27.9K 0.01%
580
+400
419
$26.8K 0.01%
450
420
$26.5K 0.01%
400
421
$26.2K 0.01%
545
422
$26.2K 0.01%
47
-70
423
$25.8K 0.01%
250
424
$24.9K 0.01%
100
425
$24.7K 0.01%
380
15 16
17
18 19