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
$223M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1 +$2.83M
2 +$2.64M
3 +$798K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$764K
5
VB icon
Vanguard Small-Cap ETF
VB
+$761K

Top Sells

1 +$1M
2 +$670K
3 +$598K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$393K
5
XOM icon
Exxon Mobil
XOM
+$233K

Sector Composition

1 Technology 11.94%
2 Healthcare 10.44%
3 Financials 8.82%
4 Consumer Staples 7.89%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-8,000
427
-25