IBOK
Independence Bank of Kentucky Portfolio holdings
AUM
$706M
1-Year Return
17.13%
This Quarter Return
+6.33%
1 Year Return
+17.13%
3 Year Return
+61.82%
5 Year Return
+97.62%
10 Year Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.25%
Holding
330
New
329
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$5.14M |
| 2 |
Intel
INTC
|
$3.69M |
| 3 |
Procter & Gamble
PG
|
$3.61M |
| 4 |
JPMorgan Chase
JPM
|
$3.5M |
| 5 |
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% |
