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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$3.69M
3
+$3.61M
4
JPM icon
JPMorgan Chase
JPM
+$3.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.37M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.16%
2 Consumer Staples 13.83%
3 Healthcare 13.15%
4 Technology 11.53%
5 Communication Services 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$625K 0.53%
+21,179
52
$624K 0.53%
+7,235
53
$613K 0.52%
+5,875
54
$604K 0.52%
+8,589
55
$585K 0.5%
+5,725
56
$584K 0.5%
+15,340
57
$555K 0.47%
+7,463
58
$546K 0.47%
+14,280
59
$524K 0.45%
+3,820
60
$493K 0.42%
+2,085
61
$479K 0.41%
+27,441
62
$474K 0.4%
+12,370
63
$471K 0.4%
+9,970
64
$454K 0.39%
+4,335
65
$415K 0.35%
+23,988
66
$409K 0.35%
+4,846
67
$405K 0.35%
+5,955
68
$405K 0.35%
+7,890
69
$402K 0.34%
+1,825
70
$395K 0.34%
+2,945
71
$393K 0.34%
+5,205
72
$392K 0.33%
+5,325
73
$381K 0.33%
+3,312
74
$378K 0.32%
+7,853
75
$373K 0.32%
+9,700
1 2
3
4 5