IBOK

Independence Bank of Kentucky Portfolio holdings

AUM $804M
1-Year Est. Return 21.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$412K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$549K
3
+$452K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$369K
5
PG icon
Procter & Gamble
PG
+$360K

Top Sells

1
+$470K
2
+$316K
3
+$291K
4
LOW icon
Lowe's Companies
LOW
+$252K
5
HSY icon
Hershey
HSY
+$243K

Sector Composition

1 Financials 16.84%
2 Technology 12.37%
3 Healthcare 12.14%
4 Consumer Staples 11.8%
5 Communication Services 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$0 ﹤0.01%
37
427
– –
-1,800
428
– –
-36
429
– –
-100
430
– –
-46
14 15 16 17
18