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
451
$15.9K ﹤0.01%
100
452
$15.9K ﹤0.01%
316
-260
453
$15.6K ﹤0.01%
200
454
$15.5K ﹤0.01%
+300
455
$15.4K ﹤0.01%
200
456
$15.2K ﹤0.01%
400
457
$14.9K ﹤0.01%
950
458
$14.8K ﹤0.01%
150
459
$14.5K ﹤0.01%
75
460
$14.4K ﹤0.01%
+40
461
$13.8K ﹤0.01%
95
462
$13.5K ﹤0.01%
245
-470
463
$13.4K ﹤0.01%
299
464
$13.2K ﹤0.01%
60
465
$13.2K ﹤0.01%
105
466
$13.1K ﹤0.01%
300
467
$13K ﹤0.01%
50
-65
468
$12.7K ﹤0.01%
405
-895
469
$12.7K ﹤0.01%
45
-115
470
$12.7K ﹤0.01%
25
471
$12.4K ﹤0.01%
250
472
$11.7K ﹤0.01%
6
473
$11.6K ﹤0.01%
+200
474
$11.3K ﹤0.01%
+192
475
$11K ﹤0.01%
100
-75
17 18
19
20 21