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
76
$1.92M 0.3%
4,324
+1,447
77
$1.86M 0.29%
33,598
+11,131
78
$1.85M 0.28%
13,687
+4,360
79
$1.83M 0.28%
8,296
-250
80
$1.78M 0.27%
9,252
-8
81
$1.75M 0.27%
39,729
+4,635
82
$1.71M 0.26%
7,508
+377
83
$1.7M 0.26%
39,168
+3,518
84
$1.66M 0.26%
14,350
-18
85
$1.66M 0.26%
8,845
+3,775
86
$1.65M 0.25%
41,237
+8,920
87
$1.61M 0.25%
26,949
+6,622
88
$1.58M 0.24%
3,256
+170
89
$1.57M 0.24%
11,176
+7,365
90
$1.55M 0.24%
8,337
-3,679
91
$1.55M 0.24%
6,098
-190
92
$1.52M 0.23%
6,464
-15
93
$1.49M 0.23%
11,845
-254
94
$1.48M 0.23%
8,452
+5,513
95
$1.47M 0.23%
16,508
-1,566
96
$1.44M 0.22%
6,261
-415
97
$1.43M 0.22%
26,409
+1,364
98
$1.42M 0.22%
23,921
+2,375
99
$1.41M 0.22%
5,858
+595
100
$1.4M 0.22%
17,488
+1,140
2 3
4
5 6