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
$237M
AUM Growth
-$9.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1 +$2.48M
2 +$1.2M
3 +$1.07M
4
CHDN icon
Churchill Downs
CHDN
+$652K
5
AMT icon
American Tower
AMT
+$535K

Top Sells

1 +$1.86M
2 +$1.15M
3 +$687K
4
LOGI icon
Logitech
LOGI
+$607K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$579K

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
501
-17
502
-3
503
-21
504
-45
505
-32
506
-6
507
-22
508
-37
509
-24
510
-8
511
-79
512
-145
513
-18
514
-9
515
-12
516
-80
517
-10
518
-16
519
-8
520
-13