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
$640M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1 +$3.54M
2 +$3.27M
3 +$2.27M
4
VRT icon
Vertiv
VRT
+$1.85M
5
MSFT icon
Microsoft
MSFT
+$1.45M

Sector Composition

1 Technology 17.54%
2 Financials 11.41%
3 Healthcare 7.52%
4 Consumer Staples 6.69%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$641K 0.1%
3,302
-60
177
$640K 0.1%
10,498
-99
178
$637K 0.1%
21,640
179
$636K 0.1%
3,637
180
$622K 0.1%
12,230
-675
181
$613K 0.1%
2,367
+32
182
$598K 0.09%
8,850
183
$592K 0.09%
1,961
-196
184
$565K 0.09%
1,213
-873
185
$558K 0.09%
9,377
-100
186
$545K 0.09%
10,520
+7,800
187
$538K 0.08%
27,630
+2,054
188
$523K 0.08%
1,081
-25
189
$520K 0.08%
7,674
-453
190
$512K 0.08%
8,239
-135
191
$511K 0.08%
5,109
192
$490K 0.08%
4,509
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193
$476K 0.07%
4,344
194
$472K 0.07%
954
-4
195
$472K 0.07%
2,360
-338
196
$470K 0.07%
2,496
-1,600
197
$468K 0.07%
3,173
-384
198
$462K 0.07%
46,065
-1,068
199
$457K 0.07%
5,088
-100
200
$453K 0.07%
10,824
+5