We are live on ! Find out more
IBOK

Independence Bank of Kentucky Portfolio holdings

AUM $789M
1-Year Est. Return 22.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.7%
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
in Stake 		Capital Flow
626
– –
-300
627
– –
-57
628
– –
-1,171
629
– –
-13,900
630
– –
-264
631
– –
-2
632
– –
-74
633
– –
-104
634
– –
-11
635
– –
-85
636
– –
-3
637
– –
-1,732
638
– –
-105
639
– –
-131
640
– –
-9,942
641
– –
-230
642
– –
-265
643
– –
-2,388
644
– –
-149
645
– –
-500
646
– –
-100
647
– –
-20,000
648
– –
-390
649
– –
-200
650
– –
-12
23 24 25
26
27