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
$334M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.81M
3
+$1.59M
4
CVX icon
Chevron
CVX
+$1.5M
5
APD icon
Air Products & Chemicals
APD
+$1.34M

Top Sells

1
+$2.58M
2
+$1.1M
3
+$990K
4
VB icon
Vanguard Small-Cap ETF
VB
+$833K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$784K

Sector Composition

1 Technology 15.37%
2 Financials 10.11%
3 Healthcare 9.29%
4 Consumer Discretionary 7.36%
5 Consumer Staples 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4.88K ﹤0.01%
15
477
$4.81K ﹤0.01%
28
478
$4.79K ﹤0.01%
10
479
$4.75K ﹤0.01%
100
480
$4.54K ﹤0.01%
25
481
$4.37K ﹤0.01%
234
482
$4.33K ﹤0.01%
85
483
$4.3K ﹤0.01%
100
484
$4.23K ﹤0.01%
+50
485
$4.03K ﹤0.01%
275
486
$3.85K ﹤0.01%
165
487
$3.83K ﹤0.01%
+75
488
$3.82K ﹤0.01%
11
489
$3.45K ﹤0.01%
+13
490
$3.4K ﹤0.01%
174
491
$3.3K ﹤0.01%
150
492
$3.14K ﹤0.01%
8
493
$3.02K ﹤0.01%
25
-150
494
$2.98K ﹤0.01%
131
-795
495
$2.96K ﹤0.01%
129
496
$2.94K ﹤0.01%
127
497
$2.89K ﹤0.01%
79
498
$2.73K ﹤0.01%
229
499
$2.7K ﹤0.01%
2,000
500
$2.5K ﹤0.01%
17
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