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
501
$12.7K ﹤0.01%
115
-50
502
$12.6K ﹤0.01%
95
503
$12.1K ﹤0.01%
25
504
$12K ﹤0.01%
40
505
$11.9K ﹤0.01%
6
506
$11.8K ﹤0.01%
35
+24
507
$11.7K ﹤0.01%
100
-55
508
$11.7K ﹤0.01%
400
509
$11.6K ﹤0.01%
+125
510
$11.5K ﹤0.01%
75
511
$11.4K ﹤0.01%
200
512
$11.1K ﹤0.01%
150
513
$10.7K ﹤0.01%
100
514
$10.4K ﹤0.01%
+127
515
$10.2K ﹤0.01%
30
516
$10K ﹤0.01%
+92
517
$9.85K ﹤0.01%
+389
518
$9.56K ﹤0.01%
200
519
$9.43K ﹤0.01%
400
520
$9.39K ﹤0.01%
160
-85
521
$9.35K ﹤0.01%
45
522
$9.26K ﹤0.01%
100
523
$9.18K ﹤0.01%
+564
524
$9.14K ﹤0.01%
83
525
$9.07K ﹤0.01%
90
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