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
451
$27.7K ﹤0.01%
300
-100
452
$27.1K ﹤0.01%
1,270
-44
453
$26.5K ﹤0.01%
+303
454
$25.8K ﹤0.01%
450
455
$24.9K ﹤0.01%
517
456
$24.8K ﹤0.01%
5
457
$24.4K ﹤0.01%
47
458
$24.4K ﹤0.01%
2,307
+984
459
$24.4K ﹤0.01%
273
+225
460
$24.4K ﹤0.01%
150
461
$23.8K ﹤0.01%
+830
462
$23.5K ﹤0.01%
380
463
$23.1K ﹤0.01%
100
464
$22.6K ﹤0.01%
+670
465
$22.3K ﹤0.01%
+190
466
$22.2K ﹤0.01%
117
+17
467
$22.1K ﹤0.01%
593
468
$22K ﹤0.01%
1,000
469
$21.7K ﹤0.01%
400
470
$20K ﹤0.01%
400
471
$19.8K ﹤0.01%
500
-150
472
$19.7K ﹤0.01%
53
+13
473
$19.2K ﹤0.01%
600
474
$19.1K ﹤0.01%
200
475
$19.1K ﹤0.01%
215
17 18
19
20 21