IBOK

Independence Bank of Kentucky Portfolio holdings

AUM $804M
1-Year Est. Return 21.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.11%
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
+$53.6M
2
+$17.7M
3
+$9.72M
4
JPM icon
JPMorgan Chase
JPM
+$9.2M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.27M

Top Sells

1
+$2.27M
2
+$634K
3
+$488K
4
IRM icon
Iron Mountain
IRM
+$480K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$438K

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
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