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
$125M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$756K
3
+$261K
4
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$144K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$141K

Top Sells

1
+$628K
2
+$325K
3
+$299K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$287K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$208K

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%
45
-40
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
– –
0
268
$37 ﹤0.01%
10
269
– –
0
270
– –
-6,702
271
– –
-381
272
– –
-3,000
273
– –
-200
274
– –
-15
275
– –
-850
8 9 10
11
12