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
$650M
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$17.5M
3
+$9.62M
4
JPM icon
JPMorgan Chase
JPM
+$9.47M
5
AAPL icon
Apple
AAPL
+$5.12M

Top Sells

1
+$2.27M
2
+$686K
3
+$460K
4
IRM icon
Iron Mountain
IRM
+$429K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$420K

Sector Composition

1 Technology 18.52%
2 Financials 10.52%
3 Healthcare 7.28%
4 Consumer Discretionary 6.74%
5 Consumer Staples 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$603K 0.09%
2,489
+387
177
$601K 0.09%
5,689
+1,240
178
$599K 0.09%
10,597
+925
179
$596K 0.09%
2,157
-75
180
$589K 0.09%
1,106
-2
181
$581K 0.09%
1,335
-158
182
$574K 0.09%
2,975
-100
183
$539K 0.08%
4,243
+3,523
184
$538K 0.08%
4,344
+2,934
185
$537K 0.08%
9,477
+6,787
186
$528K 0.08%
45,760
-10,632
187
$519K 0.08%
7,587
-6,134
188
$518K 0.08%
+2,003
189
$510K 0.08%
4,735
-425
190
$501K 0.08%
1,359
+56
191
$500K 0.08%
958
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192
$497K 0.08%
25,576
+1,444
193
$495K 0.08%
5,109
194
$493K 0.08%
8,374
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195
$487K 0.07%
4,554
-625
196
$479K 0.07%
2,720
+2,620
197
$467K 0.07%
47,133
-2,932
198
$457K 0.07%
+12,285
199
$453K 0.07%
2,206
-105
200
$450K 0.07%
2,698
-312
6 7
8
9 10