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
$145M
AUM Growth
-$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$486K
3
+$435K
4
DE icon
Deere & Co
DE
+$424K
5
OXY icon
Occidental Petroleum
OXY
+$81.4K

Top Sells

1
+$1.19M
2
+$662K
3
+$324K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$244K
5
DVY icon
iShares Select Dividend ETF
DVY
+$211K

Sector Composition

1 Financials 14.91%
2 Technology 14.46%
3 Healthcare 8.9%
4 Consumer Staples 8.35%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9.21K 0.01%
170
252
$9.21K 0.01%
1,000
253
$9.03K 0.01%
22
254
$8.92K 0.01%
100
255
$8.28K 0.01%
67
256
$8.27K 0.01%
60
257
$8.1K 0.01%
165
258
$7.76K 0.01%
65
259
$7.41K 0.01%
23
260
$7.41K 0.01%
66
261
$7.32K 0.01%
+90
262
$7.23K 0.01%
110
263
$7.22K 0.01%
100
264
$7.22K 0.01%
300
265
$7.15K ﹤0.01%
196
266
$7.12K ﹤0.01%
210
267
$7.07K ﹤0.01%
700
268
$7.02K ﹤0.01%
155
269
$6.82K ﹤0.01%
1,125
270
$6.3K ﹤0.01%
50
271
$6.28K ﹤0.01%
71
272
$6.02K ﹤0.01%
+200
273
$5.79K ﹤0.01%
400
274
$5.74K ﹤0.01%
110
275
$5.67K ﹤0.01%
100
9 10
11
12 13