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
$230M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$991K
2
+$563K
3
+$541K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$500K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$381K

Top Sells

1
+$984K
2
+$873K
3
+$548K
4
INTC icon
Intel
INTC
+$517K
5
TJX icon
TJX Companies
TJX
+$449K

Sector Composition

1 Technology 12.98%
2 Healthcare 9.44%
3 Financials 8.65%
4 Consumer Staples 8.19%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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