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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$3.69M
3
+$3.61M
4
JPM icon
JPMorgan Chase
JPM
+$3.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.37M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.16%
2 Consumer Staples 13.83%
3 Healthcare 13.15%
4 Technology 11.53%
5 Communication Services 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$28K 0.02%
+436
202
$28K 0.02%
+885
203
$27K 0.02%
+340
204
$27K 0.02%
+960
205
$25K 0.02%
+335
206
$25K 0.02%
+300
207
$25K 0.02%
+1,744
208
$24K 0.02%
+250
209
$24K 0.02%
+240
210
$24K 0.02%
+1,500
211
$24K 0.02%
+250
212
$23K 0.02%
+227
213
$22K 0.02%
+700
214
$22K 0.02%
+392
215
$22K 0.02%
+596
216
$22K 0.02%
+1,800
217
$20K 0.02%
+500
218
$20K 0.02%
+215
219
$20K 0.02%
+315
220
$19K 0.02%
+300
221
$19K 0.02%
+345
222
$19K 0.02%
+154
223
$19K 0.02%
+4,000
224
$18K 0.02%
+450
225
$18K 0.02%
+750
7 8
9
10 11