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
$650M
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$17.5M
3
+$9.62M
4
JPM icon
JPMorgan Chase
JPM
+$9.47M
5
AAPL icon
Apple
AAPL
+$5.12M

Top Sells

1
+$2.27M
2
+$686K
3
+$460K
4
IRM icon
Iron Mountain
IRM
+$429K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$420K

Sector Composition

1 Technology 18.52%
2 Financials 10.52%
3 Healthcare 7.28%
4 Consumer Discretionary 6.74%
5 Consumer Staples 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$34.2K 0.01%
+200
427
$34.2K 0.01%
590
428
$33.2K 0.01%
200
429
$33.1K 0.01%
600
430
$33.1K 0.01%
546
431
$33K 0.01%
+1,500
432
$33K 0.01%
635
433
$32.3K 0.01%
378
-3,976
434
$32.1K ﹤0.01%
1,242
+42
435
$32K ﹤0.01%
10
436
$31.9K ﹤0.01%
404
-149
437
$31.5K ﹤0.01%
3,566
-15,700
438
$31.3K ﹤0.01%
346
439
$31K ﹤0.01%
505
440
$30.9K ﹤0.01%
+545
441
$30.9K ﹤0.01%
125
442
$30.7K ﹤0.01%
1,202
443
$30.6K ﹤0.01%
3,000
444
$30.2K ﹤0.01%
1,212
-82
445
$30.2K ﹤0.01%
200
446
$30.1K ﹤0.01%
635
+90
447
$28.8K ﹤0.01%
50
448
$28.7K ﹤0.01%
500
-1,214
449
$28.1K ﹤0.01%
+2,650
450
$27.9K ﹤0.01%
485
16 17
18
19 20