PBK
Peoples Bank (Kansas) Portfolio holdings
AUM $149M
1-Year Return
16.8%
This Quarter Return
+1.16%
1 Year Return
+16.8%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
+$260K
(+0.2%)
Cap. Flow
-$82.2K
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
35.93%
Holding
276
New
6
Increased
21
Reduced
68
Closed
2
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
+$402K |
| 2 |
Exxon Mobil
XOM
|
+$374K |
| 3 |
Salesforce
CRM
|
+$266K |
| 4 |
SPDR Gold Trust
GLD
|
+$145K |
| 5 |
Pfizer
PFE
|
+$92.3K |
Top Sells
| 1 |
International Flavors & Fragrances
IFF
|
+$165K |
| 2 |
3M
MMM
|
+$145K |
| 3 |
Citigroup
C
|
+$145K |
| 4 |
TSMC
TSM
|
+$142K |
| 5 |
Microsoft
MSFT
|
+$90.7K |
Sector Composition
| 1 | Financials | 14.84% |
| 2 | Technology | 14% |
| 3 | Healthcare | 10.34% |
| 4 | Consumer Staples | 8.87% |
| 5 | Energy | 8.12% |