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
276
– –
-50
277
– –
-305
278
– –
-160
279
– –
-211
280
– –
-37
281
– –
-25
8 9 10 11
12