PBK

Peoples Bank (Kansas) Portfolio holdings

AUM $99.5M
1-Year Est. Return 20.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.6M
3
+$1.14M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.1M
5
UNH icon
UnitedHealth
UNH
+$951K

Top Sells

1
+$762K
2
+$367K
3
+$226K
4
PFE icon
Pfizer
PFE
+$98K
5
MDLZ icon
Mondelez International
MDLZ
+$72.1K

Sector Composition

1 Technology 14.2%
2 Financials 13.83%
3 Healthcare 10.21%
4 Consumer Staples 8.53%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.4K 0.01%
1,156
227
$13.3K 0.01%
170
228
$12.8K 0.01%
52
229
$12.7K 0.01%
81
230
$12.5K 0.01%
220
231
$12.1K 0.01%
1,465
232
$12K 0.01%
+1,200
233
$11.9K 0.01%
94
234
$11.9K 0.01%
95
235
$11.8K 0.01%
+500
236
$11.7K 0.01%
2,000
237
$11.6K 0.01%
1,100
238
$10.5K 0.01%
1,000
239
$10.4K 0.01%
140
240
$10.4K 0.01%
100
241
$10.4K 0.01%
170
242
$10.2K 0.01%
+440
243
$10.1K 0.01%
+375
244
$10K 0.01%
+200
245
$9.53K 0.01%
300
246
$9.34K 0.01%
+435
247
$9.31K 0.01%
775
-100
248
$9.27K 0.01%
1,207
249
$9.09K 0.01%
700
250
$8.85K 0.01%
100
8 9
10
11 12