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
+$412K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$500K
3
+$457K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$345K
5
PG icon
Procter & Gamble
PG
+$343K

Top Sells

1
+$462K
2
+$280K
3
+$278K
4
GWW icon
W.W. Grainger
GWW
+$248K
5
LOW icon
Lowe's Companies
LOW
+$234K

Sector Composition

1 Financials 16.84%
2 Technology 12.37%
3 Healthcare 12.14%
4 Consumer Staples 11.8%
5 Communication Services 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$64K 0.05%
525
152
$63K 0.05%
360
153
$63K 0.05%
2,290
154
$62K 0.05%
2,796
155
$59K 0.05%
1,004
+612
156
$59K 0.05%
1,025
157
$57K 0.05%
5,550
158
$55K 0.05%
452
159
$54K 0.05%
515
160
$54K 0.05%
415
-25
161
$53K 0.05%
988
162
$53K 0.05%
475
-100
163
$53K 0.05%
2,150
164
$52K 0.04%
191
+16
165
$52K 0.04%
2,800
166
$50K 0.04%
1,000
167
$48K 0.04%
218
168
$46K 0.04%
625
169
$45K 0.04%
625
170
$45K 0.04%
+864
171
$44K 0.04%
375
172
$43K 0.04%
659
-150
173
$43K 0.04%
2,240
+240
174
$39K 0.03%
1,402
-140
175
$39K 0.03%
2,000
5 6
7
8 9