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
176
$76K 0.05%
749
+25
177
$75K 0.05%
863
178
$75K 0.05%
767
+305
179
$75K 0.05%
525
180
$71K 0.05%
1,870
181
$71K 0.05%
+640
182
$70K 0.05%
645
183
$70K 0.05%
1,900
-100
184
$70K 0.05%
756
185
$70K 0.05%
2,290
-1,848
186
$69K 0.04%
2,693
+693
187
$68K 0.04%
3,300
188
$68K 0.04%
1,084
189
$66K 0.04%
218
190
$66K 0.04%
1,125
191
$65K 0.04%
634
192
$64K 0.04%
1,255
193
$63K 0.04%
+1,476
194
$63K 0.04%
295
195
$63K 0.04%
425
196
$63K 0.04%
1,793
197
$61K 0.04%
180
198
$61K 0.04%
960
199
$61K 0.04%
1,170
200
$60K 0.04%
450
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8
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