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
576
$3.62K ﹤0.01%
+66
577
$3.42K ﹤0.01%
50
578
$3.41K ﹤0.01%
+620
579
$3.36K ﹤0.01%
2,000
580
$3.36K ﹤0.01%
28
581
$3.35K ﹤0.01%
234
582
$3.23K ﹤0.01%
13
583
$3.22K ﹤0.01%
174
584
$3.09K ﹤0.01%
464
585
$3.02K ﹤0.01%
100
586
$2.9K ﹤0.01%
36
587
$2.87K ﹤0.01%
560
588
$2.84K ﹤0.01%
+374
589
$2.77K ﹤0.01%
41
590
$2.72K ﹤0.01%
45
591
$2.66K ﹤0.01%
14
592
$2.61K ﹤0.01%
200
593
$2.54K ﹤0.01%
17
594
$2.45K ﹤0.01%
15
595
$2.44K ﹤0.01%
27
596
$2.36K ﹤0.01%
+150
597
$2.35K ﹤0.01%
102
-27
598
$2.35K ﹤0.01%
101
-26
599
$1.95K ﹤0.01%
+100
600
$1.9K ﹤0.01%
90
22 23
24
25 26