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
$237M
AUM Growth
-$9.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.2M
3
+$1.07M
4
CHDN icon
Churchill Downs
CHDN
+$652K
5
AMT icon
American Tower
AMT
+$535K

Top Sells

1
+$1.86M
2
+$1.15M
3
+$687K
4
LOGI icon
Logitech
LOGI
+$607K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$579K

Sector Composition

1 Technology 14.2%
2 Healthcare 9.1%
3 Financials 8.14%
4 Consumer Staples 7.15%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.37K ﹤0.01%
28
452
$3.19K ﹤0.01%
150
453
$3.08K ﹤0.01%
7
454
$3.05K ﹤0.01%
100
455
$3.04K ﹤0.01%
280
456
$3K ﹤0.01%
25
457
$2.96K ﹤0.01%
174
458
$2.9K ﹤0.01%
129
459
$2.88K ﹤0.01%
100
460
$2.87K ﹤0.01%
127
461
$2.84K ﹤0.01%
50
462
$2.74K ﹤0.01%
79
463
$2.53K ﹤0.01%
8
464
$2.28K ﹤0.01%
51
465
$2.26K ﹤0.01%
229
466
$1.98K ﹤0.01%
27
467
$1.89K ﹤0.01%
20
468
$1.65K ﹤0.01%
50
469
$1.63K ﹤0.01%
41
470
$1.6K ﹤0.01%
90
471
$1.44K ﹤0.01%
9
472
$1.42K ﹤0.01%
35
473
$1.37K ﹤0.01%
6
474
$1.29K ﹤0.01%
20
475
$1.23K ﹤0.01%
5
17 18
19
20 21