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
$145M
AUM Growth
-$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$486K
3
+$435K
4
DE icon
Deere & Co
DE
+$424K
5
OXY icon
Occidental Petroleum
OXY
+$81.4K

Top Sells

1
+$1.19M
2
+$662K
3
+$324K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$244K
5
DVY icon
iShares Select Dividend ETF
DVY
+$211K

Sector Composition

1 Financials 14.91%
2 Technology 14.46%
3 Healthcare 8.9%
4 Consumer Staples 8.35%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.3K 0.01%
605
+205
227
$14.4K 0.01%
1,156
228
$13.9K 0.01%
284
229
$13.8K 0.01%
500
230
$13.4K 0.01%
81
231
$13.1K 0.01%
95
232
$13K 0.01%
170
233
$12.6K 0.01%
52
234
$12.6K 0.01%
30
235
$12.4K 0.01%
220
236
$12K 0.01%
1,207
237
$12K 0.01%
23
238
$11.8K 0.01%
2,000
239
$11.6K 0.01%
900
240
$10.8K 0.01%
435
241
$10.6K 0.01%
200
242
$10.6K 0.01%
130
243
$10.5K 0.01%
1,100
244
$10.5K 0.01%
300
245
$10.2K 0.01%
1,200
246
$9.81K 0.01%
100
247
$9.72K 0.01%
94
248
$9.71K 0.01%
440
249
$9.69K 0.01%
140
250
$9.54K 0.01%
375
8 9
10
11 12