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
$465M
AUM Growth
+$87.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.86M
3
+$3.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.01M
5
AMZN icon
Amazon
AMZN
+$2.92M

Top Sells

1
+$3.61M
2
+$1.17M
3
+$736K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$445K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$409K

Sector Composition

1 Technology 19.07%
2 Financials 10.41%
3 Healthcare 9.38%
4 Consumer Discretionary 7.48%
5 Consumer Staples 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$24.4K 0.01%
+150
427
$23.9K 0.01%
1,294
+170
428
$23.3K 0.01%
155
-403
429
$21.9K ﹤0.01%
200
430
$21.2K ﹤0.01%
215
431
$21.2K ﹤0.01%
252
432
$21.1K ﹤0.01%
5
433
$20.4K ﹤0.01%
95
434
$19.9K ﹤0.01%
160
435
$19.6K ﹤0.01%
200
436
$19K ﹤0.01%
242
437
$18.9K ﹤0.01%
+400
438
$18.8K ﹤0.01%
+600
439
$18.8K ﹤0.01%
182
440
$18.2K ﹤0.01%
+100
441
$18K ﹤0.01%
+1,000
442
$17.9K ﹤0.01%
300
443
$17.7K ﹤0.01%
100
444
$17.6K ﹤0.01%
+100
445
$17.5K ﹤0.01%
693
446
$17.4K ﹤0.01%
+1,732
447
$17.3K ﹤0.01%
682
448
$17.1K ﹤0.01%
165
-230
449
$16.6K ﹤0.01%
+80
450
$16.4K ﹤0.01%
+353
16 17
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