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
501
$8.19K ﹤0.01%
+224
502
$8.05K ﹤0.01%
104
503
$7.95K ﹤0.01%
225
504
$7.71K ﹤0.01%
525
-1,500
505
$7.58K ﹤0.01%
150
-16
506
$7.54K ﹤0.01%
160
507
$7.41K ﹤0.01%
211
-1,789
508
$7.19K ﹤0.01%
680
509
$7.12K ﹤0.01%
28
-5
510
$7.09K ﹤0.01%
27
511
$6.76K ﹤0.01%
40
512
$6.62K ﹤0.01%
147
513
$6.55K ﹤0.01%
30
-65
514
$6.54K ﹤0.01%
+206
515
$6.43K ﹤0.01%
400
516
$6.39K ﹤0.01%
50
-5
517
$6.28K ﹤0.01%
100
518
$6.23K ﹤0.01%
6
519
$6.13K ﹤0.01%
230
+30
520
$5.96K ﹤0.01%
200
-736
521
$5.85K ﹤0.01%
+264
522
$5.83K ﹤0.01%
10
523
$5.51K ﹤0.01%
+50
524
$5.28K ﹤0.01%
10
525
$5.28K ﹤0.01%
80
19 20
21
22 23