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
401
$45.3K 0.01%
+350
402
$45.3K 0.01%
2,084
403
$45K 0.01%
948
404
$44.7K 0.01%
864
405
$44.5K 0.01%
+500
406
$44.5K 0.01%
407
+225
407
$44.4K 0.01%
585
-120
408
$44.3K 0.01%
1,575
-700
409
$43.8K 0.01%
2,775
410
$42.3K 0.01%
635
-5
411
$42K 0.01%
333
412
$41.9K 0.01%
175
+165
413
$40.9K 0.01%
+1,200
414
$39.6K 0.01%
+2,536
415
$39.2K 0.01%
+4,200
416
$38.9K 0.01%
700
417
$37.9K 0.01%
280
418
$37.4K 0.01%
88
+8
419
$37.4K 0.01%
+1,200
420
$36.7K 0.01%
475
421
$36.4K 0.01%
333
422
$36.3K 0.01%
295
423
$34.7K 0.01%
1,070
424
$34.5K 0.01%
318
425
$34.2K 0.01%
556
15 16
17
18 19