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
+$412K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$500K
3
+$457K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$345K
5
PG icon
Procter & Gamble
PG
+$343K

Top Sells

1
+$462K
2
+$280K
3
+$278K
4
GWW icon
W.W. Grainger
GWW
+$248K
5
LOW icon
Lowe's Companies
LOW
+$234K

Sector Composition

1 Financials 16.84%
2 Technology 12.37%
3 Healthcare 12.14%
4 Consumer Staples 11.8%
5 Communication Services 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$29K 0.02%
+500
202
$29K 0.02%
833
203
$29K 0.02%
556
204
$28K 0.02%
1,600
205
$27K 0.02%
725
+330
206
$27K 0.02%
220
-1,175
207
$27K 0.02%
269
+193
208
$26K 0.02%
136
+122
209
$26K 0.02%
250
210
$25K 0.02%
326
+276
211
$25K 0.02%
257
+30
212
$25K 0.02%
240
213
$24K 0.02%
335
214
$24K 0.02%
+406
215
$23K 0.02%
127
+27
216
$23K 0.02%
1,500
217
$23K 0.02%
1,744
218
$22K 0.02%
215
219
$21K 0.02%
200
220
$21K 0.02%
250
221
$20K 0.02%
411
+400
222
$20K 0.02%
700
223
$20K 0.02%
500
224
$20K 0.02%
300
225
$20K 0.02%
355
+55
7 8
9
10 11