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
$128M
AUM Growth
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$105K
2
+$45.3K
3
+$24.7K
4
ZBH icon
Zimmer Biomet
ZBH
+$23.1K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$21.9K

Top Sells

1
+$1.29M
2
+$987K
3
+$330K
4
NFLX icon
Netflix
NFLX
+$167K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$156K

Sector Composition

1 Financials 15.48%
2 Technology 12.73%
3 Healthcare 11.02%
4 Consumer Staples 9.04%
5 Energy 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.57K 0.01%
+22
227
$7.45K 0.01%
65
228
$7.27K 0.01%
66
229
$7.15K 0.01%
300
230
$6.82K 0.01%
165
231
$6.62K 0.01%
23
232
$6.55K 0.01%
155
233
$6.47K 0.01%
30
234
$6.44K 0.01%
150
235
$5.97K ﹤0.01%
71
236
$5.93K ﹤0.01%
240
237
$5.67K ﹤0.01%
110
238
$5.46K ﹤0.01%
35
239
$5.38K ﹤0.01%
205
240
$5.21K ﹤0.01%
125
241
$4.76K ﹤0.01%
200
-100
242
$4.67K ﹤0.01%
+50
243
$4.57K ﹤0.01%
243
-37
244
$4.35K ﹤0.01%
275
+75
245
$3.76K ﹤0.01%
105
+25
246
$3.51K ﹤0.01%
25
247
$3.33K ﹤0.01%
145
248
$3.32K ﹤0.01%
+200
249
$3.12K ﹤0.01%
1,200
+800
250
$3.01K ﹤0.01%
55
8 9
10
11 12