IBOK

Independence Bank of Kentucky Portfolio holdings

AUM $804M
1-Year Est. Return 21.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.11%
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
+$2.58M
2
+$1.29M
3
+$1.29M
4
CHDN icon
Churchill Downs
CHDN
+$696K
5
AMT icon
American Tower
AMT
+$594K

Top Sells

1
+$1.93M
2
+$1.14M
3
+$692K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$604K
5
LOGI icon
Logitech
LOGI
+$591K

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
476
$1.23K ﹤0.01%
6
477
$1.08K ﹤0.01%
25
478
$1.03K ﹤0.01%
142
479
$593 ﹤0.01%
11
480
$339 ﹤0.01%
3
481
$113 ﹤0.01%
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