PBK

Peoples Bank (Kansas) Portfolio holdings

AUM $101M
1-Year Est. Return 17.19%
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$815K
3
+$292K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$158K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$132K

Top Sells

1
+$615K
2
+$353K
3
+$305K
4
WPP icon
WPP
WPP
+$299K
5
BAB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.97K 0.01%
165
227
$6.81K 0.01%
65
228
$6.77K 0.01%
196
-14
229
$6.73K 0.01%
+66
230
$6.68K 0.01%
+305
231
$6.46K 0.01%
205
232
$6.42K 0.01%
155
233
$6.03K ﹤0.01%
23
234
$5.87K ﹤0.01%
150
235
$5.64K ﹤0.01%
240
236
$5.56K ﹤0.01%
+110
237
$5.52K ﹤0.01%
+71
238
$5.38K ﹤0.01%
125
239
$5.08K ﹤0.01%
+35
240
$4.98K ﹤0.01%
200
241
$4.04K ﹤0.01%
280
242
$3.31K ﹤0.01%
80
243
$3.19K ﹤0.01%
145
244
$3.11K ﹤0.01%
75
245
$2.88K ﹤0.01%
200
246
$2.86K ﹤0.01%
55
247
$2.85K ﹤0.01%
49
248
$2.55K ﹤0.01%
25
249
$2.48K ﹤0.01%
20
250
$1.26K ﹤0.01%
400
8 9
10
11 12