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
251
$1.14K ﹤0.01%
25
-190
252
$1.09K ﹤0.01%
25
253
$908 ﹤0.01%
87
254
$907 ﹤0.01%
142
255
$904 ﹤0.01%
50
256
$732 ﹤0.01%
250
257
$711 ﹤0.01%
158
258
$603 ﹤0.01%
50
259
$547 ﹤0.01%
10
260
$541 ﹤0.01%
7
261
$513 ﹤0.01%
900
-800
262
$500 ﹤0.01%
350
263
$497 ﹤0.01%
5
264
$357 ﹤0.01%
10
265
$350 ﹤0.01%
20
266
$103 ﹤0.01%
5
267
$70 ﹤0.01%
1
268
$37 ﹤0.01%
10
269
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-381
270
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271
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272
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-30
273
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274
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275
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-15
8 9 10
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