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
526
$4.89K ﹤0.01%
+98
527
$4.89K ﹤0.01%
104
+4
528
$4.81K ﹤0.01%
265
529
$4.71K ﹤0.01%
162
530
$4.52K ﹤0.01%
100
531
$4.5K ﹤0.01%
464
532
$4.48K ﹤0.01%
85
533
$4.48K ﹤0.01%
50
534
$4.28K ﹤0.01%
+11
535
$4.18K ﹤0.01%
111
+32
536
$4.02K ﹤0.01%
+48
537
$3.83K ﹤0.01%
234
538
$3.74K ﹤0.01%
+74
539
$3.61K ﹤0.01%
+100
540
$3.58K ﹤0.01%
174
541
$3.53K ﹤0.01%
100
542
$3.5K ﹤0.01%
11
543
$3.46K ﹤0.01%
+45
544
$3.21K ﹤0.01%
+200
545
$3.17K ﹤0.01%
15
-35
546
$3.06K ﹤0.01%
17
547
$3K ﹤0.01%
80
548
$2.98K ﹤0.01%
129
549
$2.98K ﹤0.01%
127
550
$2.98K ﹤0.01%
+28
20 21
22
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