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
476
$10.9K ﹤0.01%
1,323
-316
477
$10.9K ﹤0.01%
13,900
478
$10.8K ﹤0.01%
40
+20
479
$10.8K ﹤0.01%
45
480
$10.8K ﹤0.01%
+258
481
$10.7K ﹤0.01%
79
482
$10.7K ﹤0.01%
+149
483
$10.5K ﹤0.01%
7
484
$10.4K ﹤0.01%
400
485
$10.1K ﹤0.01%
+45
486
$10.1K ﹤0.01%
83
+8
487
$10K ﹤0.01%
+1,171
488
$9.95K ﹤0.01%
+500
489
$9.85K ﹤0.01%
100
490
$9.79K ﹤0.01%
+57
491
$9.55K ﹤0.01%
100
492
$9.51K ﹤0.01%
+200
493
$9.18K ﹤0.01%
791
+562
494
$9.17K ﹤0.01%
90
495
$9K ﹤0.01%
200
496
$8.92K ﹤0.01%
90
497
$8.7K ﹤0.01%
35
498
$8.69K ﹤0.01%
30
-30
499
$8.68K ﹤0.01%
146
-53
500
$8.31K ﹤0.01%
248
18 19
20
21 22