PBK
Peoples Bank (Kansas) Portfolio holdings
AUM
$149M
1-Year Return
16.8%
This Quarter Return
+2.56%
1 Year Return
+16.8%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$2.89M
(+2%)
Cap. Flow
+$1.26M
Cap. Flow
% of AUM
0.85%
Top 10 Holdings %
Top 10 Hldgs %
32.13%
Holding
335
New
18
Increased
40
Reduced
76
Closed
3
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$1.21M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
+$809K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$431K |
| 4 |
SPDR Gold Trust
GLD
|
+$379K |
| 5 |
NVIDIA
NVDA
|
+$356K |
Top Sells
| 1 |
Global X US Infrastructure Development ETF
PAVE
|
+$791K |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$422K |
| 3 |
Deere & Co
DE
|
+$394K |
| 4 |
Caterpillar
CAT
|
+$364K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$330K |
Sector Composition
| 1 | Financials | 16.05% |
| 2 | Technology | 13.12% |
| 3 | Healthcare | 10% |
| 4 | Energy | 8.41% |
| 5 | Consumer Staples | 8.36% |
