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
526
$9.03K ﹤0.01%
100
527
$9K ﹤0.01%
+800
528
$8.9K ﹤0.01%
35
-15
529
$8.62K ﹤0.01%
258
530
$8.57K ﹤0.01%
7
531
$8.5K ﹤0.01%
104
532
$8.48K ﹤0.01%
312
+150
533
$8.38K ﹤0.01%
90
534
$8.22K ﹤0.01%
+190
535
$8.14K ﹤0.01%
224
536
$8.11K ﹤0.01%
+480
537
$7.99K ﹤0.01%
+583
538
$7.71K ﹤0.01%
160
539
$7.65K ﹤0.01%
225
540
$7.58K ﹤0.01%
248
541
$7.5K ﹤0.01%
133
-13
542
$7.46K ﹤0.01%
+500
543
$7.12K ﹤0.01%
100
544
$7.09K ﹤0.01%
+274
545
$7.06K ﹤0.01%
147
546
$7.06K ﹤0.01%
740
+60
547
$6.97K ﹤0.01%
25
-10
548
$6.88K ﹤0.01%
+325
549
$6.51K ﹤0.01%
200
550
$6.5K ﹤0.01%
+14
20 21
22
23 24