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
$147M
AUM Growth
+$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$809K
3
+$431K
4
GLD icon
SPDR Gold Trust
GLD
+$379K
5
NVDA icon
NVIDIA
NVDA
+$356K

Top Sells

1
+$791K
2
+$422K
3
+$394K
4
CAT icon
Caterpillar
CAT
+$364K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$330K

Sector Composition

1 Financials 16.05%
2 Technology 13.12%
3 Healthcare 10%
4 Energy 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16.2K 0.01%
800
227
$16K 0.01%
20,000
228
$15.7K 0.01%
1,465
229
$15.4K 0.01%
200
230
$15.4K 0.01%
90
-30
231
$15.2K 0.01%
+2,000
232
$15.2K 0.01%
180
233
$15.2K 0.01%
188
+181
234
$14.7K 0.01%
2,540
235
$14.3K 0.01%
130
-50
236
$14K 0.01%
30
237
$13.8K 0.01%
500
238
$13.3K 0.01%
284
239
$13K 0.01%
81
240
$12.5K 0.01%
234
241
$12K 0.01%
95
242
$11.4K 0.01%
23
243
$11.4K 0.01%
+31
244
$11.3K 0.01%
1,100
245
$11.2K 0.01%
1,200
246
$11.2K 0.01%
2,000
247
$11.2K 0.01%
+500
248
$11.1K 0.01%
100
249
$11K 0.01%
52
250
$10.6K 0.01%
140
8 9
10
11 12