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
476
$18.6K ﹤0.01%
693
477
$18.3K ﹤0.01%
252
478
$17.9K ﹤0.01%
241
-111
479
$17.6K ﹤0.01%
+5,010
480
$17.5K ﹤0.01%
242
481
$16.8K ﹤0.01%
80
482
$16.7K ﹤0.01%
160
483
$16.6K ﹤0.01%
682
484
$16.1K ﹤0.01%
353
485
$15.9K ﹤0.01%
299
486
$15.6K ﹤0.01%
150
487
$15.5K ﹤0.01%
+1,332
488
$15.5K ﹤0.01%
316
489
$15.5K ﹤0.01%
+1,800
490
$15.5K ﹤0.01%
100
491
$15.2K ﹤0.01%
300
492
$14.8K ﹤0.01%
1,188
+397
493
$14.8K ﹤0.01%
200
494
$14.5K ﹤0.01%
+250
495
$14.4K ﹤0.01%
+3,900
496
$13.9K ﹤0.01%
60
497
$13.8K ﹤0.01%
950
498
$13.5K ﹤0.01%
300
499
$13.3K ﹤0.01%
250
500
$13K ﹤0.01%
406
+326