IBOK
Independence Bank of Kentucky Portfolio holdings
AUM
$706M
This Quarter Return
-2.59%
1 Year Return
+17.13%
3 Year Return
+61.82%
5 Year Return
+97.62%
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
(+0.35%)
Cap. Flow
+$4.5M
Cap. Flow
% of AUM
3.83%
Top 10 Holdings %
Top 10 Hldgs %
28.81%
Holding
430
New
100
Increased
80
Reduced
100
Closed
22
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.67M |
| 2 |
International Paper
IP
|
$500K |
| 3 |
Amazon
AMZN
|
$457K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$345K |
| 5 |
Procter & Gamble
PG
|
$343K |
Top Sells
| 1 |
Ford
F
|
$462K |
| 2 |
Alerian MLP ETF
AMLP
|
$280K |
| 3 |
British American Tobacco
BTI
|
$278K |
| 4 |
W.W. Grainger
GWW
|
$248K |
| 5 |
Lowe's Companies
LOW
|
$234K |
Sector Composition
| 1 | Financials | 16.84% |
| 2 | Technology | 12.37% |
| 3 | Healthcare | 12.14% |
| 4 | Consumer Staples | 11.8% |
| 5 | Communication Services | 10.2% |