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
$128M
AUM Growth
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$101K
2
+$40.8K
3
+$25.1K
4
ZBH icon
Zimmer Biomet
ZBH
+$21.9K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$19.5K

Top Sells

1
+$1.25M
2
+$953K
3
+$325K
4
AAPL icon
Apple
AAPL
+$161K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$155K

Sector Composition

1 Financials 15.48%
2 Technology 12.72%
3 Healthcare 11.02%
4 Consumer Staples 9.04%
5 Energy 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.77K ﹤0.01%
20
252
$2.77K ﹤0.01%
49
253
$2.27K ﹤0.01%
+28
254
$1.98K ﹤0.01%
142
255
$1.6K ﹤0.01%
15
+10
256
$1.31K ﹤0.01%
+300
257
$1.23K ﹤0.01%
87
258
$1.2K ﹤0.01%
+250
259
$636 ﹤0.01%
7
260
$622 ﹤0.01%
50
261
$565 ﹤0.01%
250
262
$543 ﹤0.01%
158
263
$477 ﹤0.01%
45
264
$388 ﹤0.01%
10
265
$350 ﹤0.01%
10
266
$318 ﹤0.01%
350
267
– –
0
268
$108 ﹤0.01%
5
269
– –
0
270
$27 ﹤0.01%
10
271
– –
-20
272
– –
-200
273
– –
-75
274
– –
-180
275
– –
-25
8 9 10
11
12