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
551
$6.47K ﹤0.01%
100
552
$6.32K ﹤0.01%
6
553
$6.08K ﹤0.01%
+90
554
$6K ﹤0.01%
10
555
$5.97K ﹤0.01%
525
556
$5.88K ﹤0.01%
206
557
$5.84K ﹤0.01%
28
558
$5.83K ﹤0.01%
23
-22
559
$5.76K ﹤0.01%
50
-500
560
$5.65K ﹤0.01%
27
561
$5.58K ﹤0.01%
50
562
$5.52K ﹤0.01%
65
+55
563
$5.3K ﹤0.01%
100
564
$5.29K ﹤0.01%
+315
565
$5.18K ﹤0.01%
+648
566
$4.69K ﹤0.01%
10
567
$4.3K ﹤0.01%
25
-15
568
$4.23K ﹤0.01%
20
-10
569
$4.21K ﹤0.01%
+42
570
$4.01K ﹤0.01%
50
571
$3.92K ﹤0.01%
200
572
$3.89K ﹤0.01%
80
573
$3.88K ﹤0.01%
85
574
$3.86K ﹤0.01%
29
-50
575
$3.83K ﹤0.01%
104
-7
21 22
23
24 25