IBOK
Independence Bank of Kentucky Portfolio holdings
AUM
$706M
1-Year Return
17.13%
This Quarter Return
-0.85%
1 Year Return
+17.13%
3 Year Return
+61.82%
5 Year Return
+97.62%
10 Year Return
–
AUM
$231M
AUM Growth
+$5.45M
(+2.4%)
Cap. Flow
+$7.38M
Cap. Flow
% of AUM
3.19%
Top 10 Holdings %
Top 10 Hldgs %
26.4%
Holding
410
New
27
Increased
108
Reduced
89
Closed
14
Top Buys
| 1 |
ProShares Investment Grade-Interest Rate Hedged
IGHG
|
$3.08M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$867K |
| 3 |
FedEx
FDX
|
$850K |
| 4 |
iShares Global Clean Energy ETF
ICLN
|
$577K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$558K |
Top Sells
| 1 |
AT&T
T
|
$1.23M |
| 2 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$655K |
| 3 |
Lucid Motors
LCID
|
$498K |
| 4 |
Apple
AAPL
|
$393K |
| 5 |
Waste Management
WM
|
$368K |
Sector Composition
| 1 | Technology | 13.07% |
| 2 | Financials | 10.08% |
| 3 | Healthcare | 9.22% |
| 4 | Consumer Staples | 7.29% |
| 5 | Communication Services | 6.9% |
