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
$193M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$809K
3
+$679K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$552K
5
V icon
Visa
V
+$493K

Top Sells

1
+$633K
2
+$499K
3
+$454K
4
XOM icon
Exxon Mobil
XOM
+$396K
5
PANW icon
Palo Alto Networks
PANW
+$364K

Sector Composition

1 Technology 14.03%
2 Healthcare 10.74%
3 Financials 10.59%
4 Consumer Staples 9.73%
5 Communication Services 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$162K 0.08%
+3,561
152
$161K 0.08%
345
-39
153
$159K 0.08%
608
154
$158K 0.08%
1,115
155
$157K 0.08%
1,818
156
$156K 0.08%
1,350
157
$148K 0.08%
16,800
158
$143K 0.07%
615
159
$143K 0.07%
1,831
-100
160
$141K 0.07%
1,175
-100
161
$140K 0.07%
2,604
162
$139K 0.07%
915
-15
163
$139K 0.07%
8,623
164
$135K 0.07%
595
-35
165
$134K 0.07%
375
166
$131K 0.07%
850
+125
167
$131K 0.07%
4,935
168
$131K 0.07%
497
-60
169
$130K 0.07%
2,565
170
$129K 0.07%
1,895
171
$129K 0.07%
3,685
-2,045
172
$128K 0.07%
342
173
$126K 0.07%
2,378
174
$126K 0.07%
2,844
175
$122K 0.06%
1,627
+154
5 6
7
8 9