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
551
$2.98K ﹤0.01%
131
552
$2.88K ﹤0.01%
+36
553
$2.85K ﹤0.01%
+2
554
$2.83K ﹤0.01%
25
555
$2.81K ﹤0.01%
200
556
$2.76K ﹤0.01%
25
-25
557
$2.61K ﹤0.01%
15
-35
558
$2.55K ﹤0.01%
+14
559
$2.54K ﹤0.01%
+10
560
$2.52K ﹤0.01%
41
561
$2.51K ﹤0.01%
27
562
$2.32K ﹤0.01%
13
563
$2.29K ﹤0.01%
+45
564
$2.08K ﹤0.01%
90
565
$2.03K ﹤0.01%
5
566
$1.89K ﹤0.01%
23
567
$1.81K ﹤0.01%
17
-400
568
$1.81K ﹤0.01%
9
569
$1.79K ﹤0.01%
142
570
$1.78K ﹤0.01%
58
571
$1.66K ﹤0.01%
2,000
572
$1.63K ﹤0.01%
500
573
$1.6K ﹤0.01%
560
574
$1.45K ﹤0.01%
+5
575
$1.39K ﹤0.01%
85
21 22
23
24 25