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
$253M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.61M
3
+$1.15M
4
NVDA icon
NVIDIA
NVDA
+$799K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$642K

Top Sells

1
+$1.3M
2
+$1.1M
3
+$991K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$663K
5
ATO icon
Atmos Energy
ATO
+$648K

Sector Composition

1 Technology 13%
2 Healthcare 9.68%
3 Financials 9.59%
4 Consumer Staples 7.56%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$163K 0.06%
1,075
-125
177
$163K 0.06%
889
+864
178
$161K 0.06%
2,646
+2,356
179
$159K 0.06%
2,844
180
$158K 0.06%
661
+90
181
$157K 0.06%
4,935
182
$156K 0.06%
1,305
+80
183
$156K 0.06%
645
+495
184
$156K 0.06%
1,150
+955
185
$154K 0.06%
1,528
186
$154K 0.06%
605
187
$151K 0.06%
1,408
188
$145K 0.06%
2,066
-56
189
$144K 0.06%
7,145
+925
190
$143K 0.06%
640
+410
191
$137K 0.05%
1,162
-275
192
$136K 0.05%
1,602
193
$130K 0.05%
1,895
194
$129K 0.05%
6,095
+925
195
$127K 0.05%
915
196
$127K 0.05%
2,415
-150
197
$127K 0.05%
281
-60
198
$120K 0.05%
1,580
-150
199
$119K 0.05%
1,364
200
$117K 0.05%
2,575
-435
6 7
8
9 10