PBK
Peoples Bank (Kansas) Portfolio holdings
AUM $149M
1-Year Return
16.8%
This Quarter Return
+8.83%
1 Year Return
+16.8%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
+$7.93M
(+6.8%)
Cap. Flow
-$1.12M
Cap. Flow
% of AUM
-0.9%
Top 10 Holdings %
Top 10 Hldgs %
34.63%
Holding
277
New
9
Increased
24
Reduced
90
Closed
8
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
+$1.76M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$815K |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$292K |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$158K |
| 5 |
iShares Micro-Cap ETF
IWC
|
+$132K |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
+$615K |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
+$353K |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$305K |
| 4 |
WPP
WPP
|
+$299K |
| 5 |
Invesco Taxable Municipal Bond ETF
BAB
|
+$219K |
Sector Composition
| 1 | Financials | 14.09% |
| 2 | Technology | 12.84% |
| 3 | Healthcare | 11.18% |
| 4 | Consumer Staples | 8.82% |
| 5 | Consumer Discretionary | 7.41% |
