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
$247M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.23M
3
+$1.13M
4
DG icon
Dollar General
DG
+$509K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$499K

Top Sells

1
+$1.82M
2
+$890K
3
+$468K
4
ONB icon
Old National Bancorp
ONB
+$453K
5
FISV
Fiserv Inc
FISV
+$403K

Sector Composition

1 Technology 14.45%
2 Healthcare 9.3%
3 Financials 8.16%
4 Consumer Staples 7.48%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.4K ﹤0.01%
+51
477
$2.38K ﹤0.01%
25
478
$2.33K ﹤0.01%
+17
479
$2.29K ﹤0.01%
229
480
$2.27K ﹤0.01%
+30
481
$2.26K ﹤0.01%
+98
482
$2.08K ﹤0.01%
+27
483
$1.99K ﹤0.01%
20
484
$1.99K ﹤0.01%
+21
485
$1.81K ﹤0.01%
+24
486
$1.8K ﹤0.01%
+41
487
$1.78K ﹤0.01%
+18
488
$1.76K ﹤0.01%
50
-50
489
$1.76K ﹤0.01%
90
490
$1.66K ﹤0.01%
+5
491
$1.64K ﹤0.01%
+66
492
$1.6K ﹤0.01%
17
493
$1.55K ﹤0.01%
35
494
$1.52K ﹤0.01%
5
495
$1.49K ﹤0.01%
9
496
$1.44K ﹤0.01%
+3
497
$1.43K ﹤0.01%
+5
498
$1.32K ﹤0.01%
+6
499
$1.29K ﹤0.01%
+20
500
$1.16K ﹤0.01%
+9
18 19
20
21 22