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
$155M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$871K
3
+$682K
4
JPM icon
JPMorgan Chase
JPM
+$584K
5
BA icon
Boeing
BA
+$398K

Top Sells

1
+$1.62M
2
+$1.07M
3
+$590K
4
CELG
Celgene Corp
CELG
+$301K
5
LOGI icon
Logitech
LOGI
+$208K

Sector Composition

1 Financials 14.33%
2 Technology 13.22%
3 Healthcare 11.88%
4 Consumer Staples 11.2%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$319K 0.21%
1,167
102
$311K 0.2%
8,608
+950
103
$302K 0.2%
3,550
+510
104
$292K 0.19%
6,170
-4,400
105
$291K 0.19%
7,723
-575
106
$284K 0.18%
1,209
-25
107
$275K 0.18%
2,147
-125
108
$275K 0.18%
1,415
109
$272K 0.18%
4,635
-540
110
$270K 0.17%
1,518
+343
111
$270K 0.17%
5,095
112
$260K 0.17%
1,130
-95
113
$254K 0.16%
8,050
114
$251K 0.16%
2,680
115
$248K 0.16%
3,890
116
$245K 0.16%
3,028
+1,228
117
$245K 0.16%
2,685
+685
118
$233K 0.15%
1,130
119
$232K 0.15%
1,105
+75
120
$232K 0.15%
3,365
+850
121
$229K 0.15%
455
-20
122
$227K 0.15%
1,000
+400
123
$214K 0.14%
2,287
-25
124
$209K 0.13%
8,649
125
$208K 0.13%
905
3 4
5
6 7