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
$149M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.6M
3
+$1.14M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.1M
5
UNH icon
UnitedHealth
UNH
+$951K

Top Sells

1
+$762K
2
+$367K
3
+$226K
4
PFE icon
Pfizer
PFE
+$98K
5
MDLZ icon
Mondelez International
MDLZ
+$72.1K

Sector Composition

1 Technology 14.2%
2 Financials 13.83%
3 Healthcare 10.21%
4 Consumer Staples 8.53%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.45K 0.01%
22
252
$8.36K 0.01%
+210
253
$8.27K 0.01%
65
254
$8.16K 0.01%
100
255
$8.15K 0.01%
60
256
$8.06K 0.01%
67
257
$7.86K 0.01%
+400
258
$7.76K 0.01%
66
259
$7.56K 0.01%
+110
260
$7.29K ﹤0.01%
300
261
$7.26K ﹤0.01%
165
262
$7.23K ﹤0.01%
23
263
$7.23K ﹤0.01%
+200
264
$7.22K ﹤0.01%
+130
265
$7.12K ﹤0.01%
1,125
266
$6.87K ﹤0.01%
155
267
$6.78K ﹤0.01%
+1,000
268
$6.61K ﹤0.01%
196
269
$6.4K ﹤0.01%
50
270
$6.31K ﹤0.01%
110
271
$6.26K ﹤0.01%
71
272
$6.14K ﹤0.01%
2,000
+800
273
$5.87K ﹤0.01%
35
274
$5.82K ﹤0.01%
30
275
$5.81K ﹤0.01%
+200
9 10
11
12 13